Wells Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,679 shares of SPSB stock, worth $170,824. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,679

Previous 5,318 6.79%

Holding current value

$170,824

Previous $161,000 4.97%

% of portfolio

0.23%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$29.77 - $30.19 $10,746 - $10,898	361 Added 6.79%	5,679 $169,000
Q3 2024 Nov 13, 2024	SELL	$29.58 - $30.31 $862,759 - $884,051	-29,167 Reduced 84.58%	5,318 $161,000
Q2 2024 Aug 09, 2024	SELL	$29.51 - $29.7 $117,036 - $117,790	-3,966 Reduced 10.31%	34,485 $1.02 Million
Q1 2024 May 13, 2024	SELL	$29.65 - $29.92 $29,709 - $29,979	-1,002 Reduced 2.54%	38,451 $1.14 Million
Q4 2023 Feb 12, 2024	BUY	$29.14 - $29.78 $9,820 - $10,035	337 Added 0.86%	39,453 $1.17 Million
Q3 2023 Oct 10, 2023	SELL	$29.26 - $29.5 $26,919 - $27,140	-920 Reduced 2.3%	39,116 $1.15 Million
Q2 2023 Aug 07, 2023	BUY	$29.36 - $29.7 $340,634 - $344,579	11,602 Added 40.8%	40,036 $1.18 Million
Q1 2023 May 03, 2023	BUY	$29.2 - $29.7 $30,952 - $31,482	1,060 Added 3.87%	28,434 $842,000
Q4 2022 Feb 03, 2023	SELL	$28.95 - $29.53 $729,887 - $744,510	-25,212 Reduced 47.94%	27,374 $804,000
Q3 2022 Nov 09, 2022	BUY	$29.16 - $29.99 $44,352 - $45,614	1,521 Added 2.98%	52,586 $1.54 Million
Q2 2022 Aug 10, 2022	SELL	$29.45 - $30.11 $13,694 - $14,001	-465 Reduced 0.9%	51,065 $1.52 Million
Q1 2022 Apr 25, 2022	SELL	$30.07 - $30.94 $28,927 - $29,764	-962 Reduced 1.83%	51,530 $1.55 Million
Q4 2021 Feb 11, 2022	BUY	$30.92 - $31.24 $339,192 - $342,702	10,970 Added 26.42%	52,492 $1.63 Million
Q3 2021 Nov 10, 2021	BUY	$31.24 - $31.31 $32,395 - $32,468	1,037 Added 2.56%	41,522 $1.3 Million
Q2 2021 Aug 02, 2021	BUY	$31.26 - $31.37 $21,100 - $21,174	675 Added 1.7%	40,485 $1.27 Million
Q1 2021 May 12, 2021	BUY	$31.23 - $31.41 $577,536 - $580,865	18,493 Added 86.75%	39,810 $1.25 Million
Q4 2020 Feb 11, 2021	BUY	$31.31 - $31.42 $667,435 - $669,780	21,317 New	21,317 $669,000

Others Institutions Holding SPSB

# of Institutions

611

Shares Held

219M

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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History