A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Western Wealth Management, LLC holds 27,400 shares of SPTS stock, worth $790,764. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,400
Previous 35,225 22.21%
Holding current value
$790,764
Previous $1.02 Million 22.58%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$28.84 - $29.16 $225,673 - $228,177
-7,825 Reduced 22.21%
27,400 $792,000
Q4 2023

Jan 31, 2024

BUY
$28.59 - $29.06 $18,354 - $18,656
642 Added 1.86%
35,225 $1.02 Million
Q3 2023

Nov 07, 2023

BUY
$28.66 - $28.88 $34,420 - $34,684
1,201 Added 3.6%
34,583 $993,000
Q2 2023

Aug 30, 2023

BUY
$28.78 - $29.3 $55,487 - $56,490
1,928 Added 6.13%
33,382 $961,000
Q1 2023

Aug 30, 2023

BUY
$28.64 - $29.36 $277,092 - $284,058
9,675 Added 44.42%
31,454 $919,000
Q4 2022

Feb 02, 2023

SELL
$28.72 - $29.07 $464,086 - $469,742
-16,159 Reduced 42.59%
21,779 $629,000
Q3 2022

Nov 04, 2022

BUY
N/A
27,938 Added 279.38%
37,938 $1.1 Million
Q1 2022

May 10, 2022

BUY
N/A
10,000 New
10,000 $296,000
Q1 2021

May 14, 2021

SELL
N/A
-13,035 Closed
0 $0
Q4 2020

Feb 10, 2021

BUY
N/A
5,000 Added 62.23%
13,035 $400,000
Q3 2020

Oct 27, 2020

SELL
N/A
-6,800 Reduced 45.84%
8,035 $247,000
Q2 2020

Jul 20, 2020

BUY
N/A
14,835 New
14,835 $456,000

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
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