Stone Point Wealth LLC Spdr Portfolio Short Term Corp Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Stone Point Wealth LLC holds 20,840 shares of SPSB stock, worth $626,658. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,840
Previous 22,021 5.36%
Holding current value
$626,658
Previous $657,000 4.57%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Apr 24, 2025
SELL
$29.82 - $30.1 $35,217 - $35,548
-1,181 Reduced 5.36%
20,840 $627,000
Q4 2024

Jan 28, 2025
SELL
$29.77 - $30.19 $10,419 - $10,566
-350 Reduced 1.56%
22,021 $657,000
Q2 2024

Jul 30, 2024
SELL
$29.51 - $29.7 $10,682 - $10,751
-362 Reduced 1.59%
22,371 $664,000
Q1 2024

May 01, 2024
SELL
$29.65 - $29.92 $20,725 - $20,914
-699 Reduced 2.98%
22,733 $676,000
Q4 2023

Jan 26, 2024
SELL
$29.14 - $29.78 $120,931 - $123,587
-4,150 Reduced 15.05%
23,432 $697,000
Q3 2023

Oct 25, 2023
SELL
$29.26 - $29.5 $31,425 - $31,683
-1,074 Reduced 3.75%
27,582 $808,000
Q2 2023

Jul 25, 2023
BUY
$29.36 - $29.7 $25,132 - $25,423
856 Added 3.08%
28,656 $843,000
Q1 2023

Apr 20, 2023
BUY
$29.2 - $29.7 $3,650 - $3,712
125 Added 0.45%
27,800 $823,000
Q4 2022

Jan 20, 2023
SELL
$28.95 - $29.53 $31,845 - $32,483
-1,100 Reduced 3.82%
27,675 $0
Q3 2022

Nov 03, 2022
SELL
$29.16 - $29.99 $41,815 - $43,005
-1,434 Reduced 4.75%
28,775 $841,000
Q2 2022

Jul 19, 2022
SELL
$29.45 - $30.11 $147,927 - $151,242
-5,023 Reduced 14.26%
30,209 $898,000
Q1 2022

Apr 29, 2022
SELL
$30.07 - $30.94 $188,538 - $193,993
-6,270 Reduced 15.11%
35,232 $1.06 Million
Q4 2021

Feb 10, 2022
BUY
$30.92 - $31.24 $1.28 Million - $1.3 Million
41,502 New
41,502 $1.29 Million

Others Institutions Holding SPSB

# of Institutions
613
Shares Held
225M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
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