Total Wealth Planning, LLC Spdr Portfolio Short Term Corp Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Total Wealth Planning, LLC holds 68,829 shares of SPSB stock, worth $2.08 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
68,829
Previous 76,343 9.84%
Holding current value
$2.08 Million
Previous $2.3 Million 9.54%
% of portfolio
0.28%
Previous 0.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$29.82 - $30.19 $224,067 - $226,847
-7,514 Reduced 9.84%
68,829 $2.08 Million
Q1 2025

Apr 15, 2025
SELL
$29.82 - $30.1 $35,813 - $36,150
-1,201 Reduced 1.55%
76,343 $2.3 Million
Q4 2024

Jan 15, 2025
BUY
$29.77 - $30.19 $3,721 - $3,773
125 Added 0.16%
77,544 $2.32 Million
Q3 2024

Oct 10, 2024
SELL
$29.58 - $30.31 $307,809 - $315,405
-10,406 Reduced 11.85%
77,419 $2.34 Million
Q2 2024

Aug 02, 2024
SELL
$29.51 - $29.7 $635,232 - $639,322
-21,526 Reduced 19.69%
87,825 $2.61 Million
Q1 2024

Apr 18, 2024
SELL
$29.65 - $29.92 $265,486 - $267,903
-8,954 Reduced 7.57%
109,351 $3.26 Million
Q4 2023

Feb 05, 2024
SELL
$29.14 - $29.78 $243,377 - $248,722
-8,352 Reduced 6.59%
118,305 $3.52 Million
Q3 2023

Nov 08, 2023
SELL
$29.26 - $29.5 $4,944 - $4,985
-169 Reduced 0.13%
126,657 $3.71 Million
Q2 2023

Jul 31, 2023
SELL
$29.36 - $29.7 $46,653 - $47,193
-1,589 Reduced 1.24%
126,826 $3.73 Million
Q1 2023

Apr 14, 2023
SELL
$29.2 - $29.7 $4,642 - $4,722
-159 Reduced 0.12%
128,415 $3.8 Million
Q4 2022

Feb 02, 2023
BUY
$28.95 - $29.53 $3.28 Million - $3.35 Million
113,321 Added 742.94%
128,574 $3.78 Million
Q3 2022

Nov 14, 2022
BUY
$29.16 - $29.99 $444,777 - $457,437
15,253 New
15,253 $446,000

Others Institutions Holding SPSB

# of Institutions
620
Shares Held
221M
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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