Wealthsource Partners, LLC Spdr Portfolio Long Term Corpo Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Wealthsource Partners, LLC holds 80,610 shares of SPLB stock, worth $1.88 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
80,610
Previous 16,180 398.21%
Holding current value
$1.88 Million
Previous $343,000 458.89%
% of portfolio
0.13%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$20.07 - $24.05 $1.29 Million - $1.55 Million
64,430 Added 398.21%
80,610 $1.92 Million
Q3 2023

Nov 09, 2023
BUY
$21.24 - $23.34 $343,663 - $377,641
16,180 New
16,180 $343,000
Q4 2022

Feb 09, 2023
SELL
$20.56 - $24.07 $608,185 - $712,014
-29,581 Reduced 53.16%
26,059 $585,000
Q3 2022

Nov 14, 2022
BUY
$21.47 - $25.39 $343,691 - $406,443
16,008 Added 40.39%
55,640 $1.21 Million
Q2 2022

Aug 10, 2022
BUY
$23.44 - $28.02 $928,974 - $1.11 Million
39,632 New
39,632 $955,000
Q1 2022

May 09, 2022
SELL
$26.79 - $30.98 $251,906 - $291,304
-9,403 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$30.89 - $32.39 $49,980 - $52,407
-1,618 Reduced 14.68%
9,403 $296,000
Q3 2021

Nov 18, 2021
SELL
$31.36 - $32.63 $209,359 - $217,837
-6,676 Reduced 37.72%
11,021 $346,000
Q2 2021

Nov 18, 2021
SELL
$30.01 - $31.87 $7.99 Million - $8.49 Million
-266,373 Reduced 93.77%
17,697 $562,000
Q1 2021

Jun 21, 2021
SELL
$29.49 - $32.83 $16.4 Million - $18.3 Million
-557,557 Reduced 66.25%
284,070 $8.57 Million
Q4 2020

Feb 12, 2021
BUY
$31.41 - $33.28 $11.5 Million - $12.2 Million
366,215 Added 77.03%
841,627 $27.9 Million
Q3 2020

Nov 16, 2020
BUY
$31.75 - $33.59 $1.04 Million - $1.1 Million
32,602 Added 7.36%
475,412 $0
Q2 2020

Aug 17, 2020
BUY
$27.95 - $31.7 $12.4 Million - $14 Million
442,810 New
442,810 $14 Million
Q1 2020

May 12, 2020
SELL
$23.43 - $32.52 $390,484 - $541,978
-16,666 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$29.3 - $30.35 $689,048 - $713,740
-23,517 Reduced 58.52%
16,666 $502,000
Q3 2019

Nov 15, 2019
SELL
$29.05 - $30.13 $1.1 Million - $1.14 Million
-37,791 Reduced 48.47%
40,183 $1.21 Million
Q2 2019

Aug 09, 2019
BUY
N/A
43,488 Added 126.1%
77,974 $2.24 Million
Q1 2019

May 16, 2019
BUY
N/A
34,486 New
34,486 $936,000

Others Institutions Holding SPLB

# of Institutions
168
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO LONG TERM CORPO

SPLB Quotes by TradingView
  • Ticker SPLB
  • Sector ETFs
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More about SPLB
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