Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 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 39,543 shares of SPSB stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,543

Previous 45,102 12.33%

Holding current value

$1.18 Million

Previous $1.34 Million 10.6%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$29.58 - $30.31 $164,435 - $168,493	-5,559 Reduced 12.33%	39,543 $1.2 Million
Q2 2024 Aug 08, 2024	SELL	$29.51 - $29.7 $245,346 - $246,925	-8,314 Reduced 15.56%	45,102 $1.34 Million
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	$28.95 - $29.53 $314,947 - $321,256	-10,879 Reduced 16.83%	53,761 $1.58 Million
Q3 2022 Nov 14, 2022	SELL	$29.16 - $29.99 $150,436 - $154,718	-5,159 Reduced 7.39%	64,640 $1.89 Million
Q2 2022 Aug 09, 2022	SELL	$29.45 - $30.11 $152,845 - $156,270	-5,190 Reduced 6.92%	69,799 $2.08 Million
Q4 2021 Feb 14, 2022	SELL	$30.92 - $31.24 $7,111 - $7,185	-230 Reduced 0.31%	74,989 $2.32 Million
Q3 2021 Nov 15, 2021	BUY	$31.24 - $31.31 $2.35 Million - $2.36 Million	75,219 New	75,219 $2.35 Million
Q2 2021 Aug 13, 2021	SELL	$31.26 - $31.37 $2.35 Million - $2.36 Million	-75,219 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$31.23 - $31.41 $2.35 Million - $2.36 Million	75,219 New	75,219 $2.36 Million

Others Institutions Holding SPSB

# of Institutions

565

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History