Sweet Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 271,426 shares of SPSB stock, worth $8.09 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

271,426

Previous 274,592 1.15%

Holding current value

$8.09 Million

Previous $8.16 Million 0.77%

% of portfolio

1.84%

Previous 1.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$29.58 - $30.31 $93,650 - $95,961	-3,166 Reduced 1.15%	271,426 $8.22 Million
Q2 2024 Jul 18, 2024	BUY	$29.51 - $29.7 $205,271 - $206,593	6,956 Added 2.6%	274,592 $8.16 Million
Q1 2024 Apr 23, 2024	BUY	$29.65 - $29.92 $255,642 - $257,970	8,622 Added 3.33%	267,636 $7.97 Million
Q4 2023 Jan 12, 2024	BUY	$29.14 - $29.78 $22,758 - $23,258	781 Added 0.3%	259,014 $7.71 Million
Q3 2023 Oct 23, 2023	BUY	$29.26 - $29.5 $322,006 - $324,647	11,005 Added 4.45%	258,233 $7.57 Million
Q2 2023 Jul 24, 2023	BUY	$29.36 - $29.7 $3.93 Million - $3.97 Million	133,693 Added 117.75%	247,228 $7.28 Million
Q1 2023 Apr 14, 2023	BUY	$29.2 - $29.7 $3.32 Million - $3.37 Million	113,535 New	113,535 $3.36 Million

Others Institutions Holding SPSB

# of Institutions

565

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Account

Sweet Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History