Treasure Coast Financial Planning Spdr Portfolio Short Term Trea Transaction History

Treasure Coast Financial Planning

$151 Million
Q4 2024

A detailed history of Treasure Coast Financial Planning transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Treasure Coast Financial Planning holds 325,414 shares of SPTS stock, worth $9.5 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares

325,414

Previous 374,952 13.21%

Holding current value

$9.5 Million

Previous $11 Million 14.39%

% of portfolio

6.25%

Previous 6.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$28.88 - $29.33 $1.43 Million - $1.45 Million	-49,538 Reduced 13.21%	325,414 $9.44 Million
Q3 2024 Nov 12, 2024	BUY	$28.75 - $29.46 $251,648 - $257,863	8,753 Added 2.39%	374,952 $11 Million
Q2 2024 Jul 22, 2024	BUY	$28.65 - $28.88 $401,271 - $404,493	14,006 Added 3.98%	366,199 $10.6 Million
Q1 2024 Apr 26, 2024	BUY	$28.84 - $29.16 $472,802 - $478,049	16,394 Added 4.88%	352,193 $10.2 Million
Q4 2023 Feb 01, 2024	SELL	$28.59 - $29.06 $13,465 - $13,687	-471 Reduced 0.14%	335,799 $9.75 Million
Q3 2023 Nov 06, 2023	BUY	$28.66 - $28.88 $104,723 - $105,527	3,654 Added 1.1%	336,270 $9.66 Million
Q2 2023 Jul 21, 2023	BUY	$28.78 - $29.3 $8.16 Million - $8.3 Million	283,373 Added 575.46%	332,616 $9.58 Million
Q1 2023 May 04, 2023	BUY	$28.64 - $29.36 $1.2 Million - $1.23 Million	41,935 Added 573.82%	49,243 $1.44 Million
Q4 2022 Feb 06, 2023	BUY	$28.7 - $29.07 $209,739 - $212,443	7,308 New	7,308 $211,000

Others Institutions Holding SPTS

# of Institutions

419

Shares Held

175M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

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Treasure Coast Financial Planning Spdr Portfolio Short Term Trea Transaction History