A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 94,011 shares of SPTS stock, worth $2.71 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
94,011
Previous 58,879 59.67%
Holding current value
$2.71 Million
Previous $1.71 Billion 58.95%
% of portfolio
0.66%
Previous 1.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$28.84 - $29.16 $1.01 Million - $1.02 Million
35,132 Added 59.67%
94,011 $2.72 Billion
Q4 2023

Jan 18, 2024

SELL
$28.59 - $29.06 $2.59 Million - $2.63 Million
-90,515 Reduced 60.59%
58,879 $1.71 Billion
Q3 2023

Nov 07, 2023

BUY
$28.66 - $28.88 $1.89 Million - $1.9 Million
65,842 Added 78.8%
149,394 $4.29 Billion
Q2 2023

Sep 06, 2023

BUY
$28.78 - $29.3 $436,218 - $444,100
15,157 Added 22.16%
83,552 $2.41 Billion
Q1 2023

Sep 06, 2023

BUY
$28.64 - $29.36 $1.96 Million - $2.01 Million
68,395 New
68,395 $2 Billion

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.