Vertex Planning Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 51,913 shares of SPTS stock, worth $1.53 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

51,913

Previous 47,787 8.63%

Holding current value

$1.53 Million

Previous $1.41 Billion 7.16%

% of portfolio

0.33%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$28.88 - $29.33 $119,158 - $121,015	4,126 Added 8.63%	51,913 $1.51 Billion
Q3 2024 Nov 07, 2024	SELL	$28.75 - $29.46 $2,300 - $2,356	-80 Reduced 0.17%	47,787 $1.41 Billion
Q2 2024 Aug 13, 2024	BUY	$28.65 - $28.88 $365,373 - $368,306	12,753 Added 36.32%	47,867 $1.38 Billion
Q1 2024 May 13, 2024	BUY	$28.84 - $29.16 $252,724 - $255,529	8,763 Added 33.25%	35,114 $1.02 Billion
Q4 2023 Feb 14, 2024	BUY	$28.59 - $29.06 $102,895 - $104,586	3,599 Added 15.82%	26,351 $765 Million
Q3 2023 Nov 14, 2023	BUY	$28.66 - $28.88 $54,196 - $54,612	1,891 Added 9.06%	22,752 $653 Million
Q2 2023 Aug 14, 2023	BUY	$28.78 - $29.3 $41,040 - $41,781	1,426 Added 7.34%	20,861 $601 Million
Q1 2023 May 16, 2023	BUY	$28.64 - $29.36 $111,466 - $114,269	3,892 Added 25.04%	19,435 $568 Million
Q4 2022 Feb 06, 2023	BUY	$28.7 - $29.07 $446,084 - $451,835	15,543 New	15,543 $449 Million

Others Institutions Holding SPTS

# of Institutions

420

Shares Held

178M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

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Vertex Planning Partners, LLC Spdr Portfolio Short Term Trea Transaction History