Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Wealthspire Advisors, LLC

$7.49 Billion
Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 53,416 shares of SPSB stock, worth $1.59 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

53,416

Previous 52,600 1.55%

Holding current value

$1.59 Million

Previous $1.57 Million 1.53%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$29.65 - $29.92 $24,194 - $24,414	816 Added 1.55%	53,416 $1.59 Million
Q4 2023 Feb 06, 2024	SELL	$29.14 - $29.78 $1.93 Million - $1.97 Million	-66,135 Reduced 55.7%	52,600 $1.57 Million
Q3 2023 Nov 06, 2023	BUY	$29.26 - $29.5 $2.02 Million - $2.04 Million	69,091 Added 139.17%	118,735 $3.48 Million
Q2 2023 Jul 31, 2023	SELL	$29.36 - $29.7 $99,442 - $100,593	-3,387 Reduced 6.39%	49,644 $1.46 Million
Q1 2023 May 09, 2023	SELL	$29.2 - $29.7 $21,316 - $21,681	-730 Reduced 1.36%	53,031 $1.57 Million

Q4 2022 Feb 13, 2023	SELL	$29.02 - $29.53 $315,708 - $321,256	-10,879 Reduced 16.83%	53,761 $1.58 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-5,159 Reduced 7.39%	64,640 $1.89 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-5,190 Reduced 6.92%	69,799 $2.08 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-230 Reduced 0.31%	74,989 $2.32 Million
Q3 2021 Nov 15, 2021	BUY	N/A	75,219 New	75,219 $2.35 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-75,219 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	75,219 New	75,219 $2.36 Million

Others Institutions Holding SPSB

# of Institutions

545

Shares Held

193M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History