Steward Partners Investment Advisory, LLC Spdr Portfolio Short Term Trea Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 23,263 shares of SPTS stock, worth $683,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,263
Previous 18,031 29.02%
Holding current value
$683,466
Previous $523,000 30.02%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$28.92 - $29.24 $151,309 - $152,983
5,232 Added 29.02%
23,263 $680,000
Q4 2024

Feb 06, 2025
BUY
$28.88 - $29.33 $492,692 - $500,369
17,060 Added 1756.95%
18,031 $523,000
Q3 2024

Nov 14, 2024
BUY
$28.75 - $29.46 $20,153 - $20,651
701 Added 259.63%
971 $28,000
Q3 2023

Nov 13, 2023
BUY
$28.66 - $28.88 $7,738 - $7,797
270 New
270 $7,000
Q1 2023

May 15, 2023
BUY
$28.64 - $29.36 $3,551 - $3,640
124 New
124 $3,000
Q3 2022

Nov 10, 2022
BUY
$28.84 - $29.57 $104,314 - $106,954
3,617 Added 1934.22%
3,804 $110,000
Q2 2022

Aug 04, 2022
BUY
$29.16 - $29.7 $5,452 - $5,553
187 New
187 $6,000
Q4 2021

Feb 08, 2022
SELL
$30.42 - $30.64 $1,916 - $1,930
-63 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$30.62 - $30.7 $1,929 - $1,934
63 New
63 $2,000
Q1 2021

May 14, 2021
SELL
$30.64 - $30.7 $735 - $736
-24 Closed
0 $0
Q4 2020

Feb 11, 2021
SELL
$30.65 - $30.71 $10,727 - $10,748
-350 Reduced 93.58%
24 $1,000
Q3 2020

Oct 30, 2020
BUY
$30.69 - $30.73 $736 - $737
24 Added 6.86%
374 $11,000
Q1 2020

Apr 29, 2020
BUY
$29.96 - $30.72 $10,486 - $10,752
350 New
350 $10,000

Others Institutions Holding SPTS

# of Institutions
419
Shares Held
182M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email