Willow Creek Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 863,285 shares of SPSB stock, worth $25.8 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

863,285

Previous 713,620 20.97%

Holding current value

$25.8 Million

Previous $20.9 Million 22.87%

% of portfolio

3.29%

Previous 3.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$29.14 - $29.78 $4.36 Million - $4.46 Million	149,665 Added 20.97%	863,285 $25.7 Million
Q3 2023 Nov 20, 2023	BUY	$29.26 - $29.5 $1.07 Million - $1.08 Million	36,512 Added 5.39%	713,620 $20.9 Million
Q2 2023 Aug 28, 2023	BUY	$29.36 - $29.7 $1.29 Million - $1.3 Million	43,897 Added 6.93%	677,108 $19.9 Million
Q1 2023 Apr 24, 2023	BUY	$29.2 - $29.7 $1.17 Million - $1.19 Million	40,204 Added 6.78%	633,211 $18.8 Million
Q4 2022 Mar 01, 2023	SELL	$28.95 - $29.53 $1.28 Million - $1.3 Million	-44,043 Reduced 6.91%	593,007 $17.4 Million
Q3 2022 Oct 31, 2022	SELL	$29.16 - $29.99 $146,616 - $150,789	-5,028 Reduced 0.78%	637,050 $18.6 Million
Q2 2022 Aug 16, 2022	SELL	$29.45 - $30.11 $569,886 - $582,658	-19,351 Reduced 2.93%	642,078 $19.1 Million
Q1 2022 May 02, 2022	BUY	$30.07 - $30.94 $2.4 Million - $2.47 Million	79,935 Added 13.75%	661,429 $19.9 Million
Q4 2021 Mar 24, 2022	BUY	$30.92 - $31.24 $139,449 - $140,892	4,510 Added 0.78%	581,494 $18 Million
Q3 2021 Nov 15, 2021	BUY	$31.24 - $31.31 $1.33 Million - $1.33 Million	42,607 Added 7.97%	576,984 $18 Million
Q2 2021 Nov 16, 2021	BUY	$31.26 - $31.37 $1.68 Million - $1.68 Million	53,663 Added 11.16%	534,377 $16.7 Million
Q1 2021 May 17, 2021	BUY	$31.23 - $31.41 $1.12 Million - $1.12 Million	35,768 Added 8.04%	480,714 $15.1 Million
Q4 2020 Feb 23, 2021	BUY	$31.31 - $31.42 $1.2 Million - $1.21 Million	38,448 Added 9.46%	444,946 $14 Million
Q3 2020 Nov 12, 2020	BUY	$31.3 - $31.43 $644,623 - $647,300	20,595 Added 5.34%	406,498 $12.8 Million
Q2 2020 Aug 11, 2020	BUY	$30.09 - $31.34 $487,127 - $507,363	16,189 Added 4.38%	385,903 $12.1 Million
Q1 2020 May 07, 2020	SELL	$27.48 - $31.14 $517,146 - $586,023	-18,819 Reduced 4.84%	369,714 $11.2 Million
Q4 2019 Feb 03, 2020	BUY	$30.77 - $30.89 $599,368 - $601,706	19,479 Added 5.28%	388,533 $12 Million
Q3 2019 Oct 15, 2019	BUY	$30.69 - $30.85 $1.41 Million - $1.42 Million	45,903 Added 14.2%	369,054 $11.4 Million
Q2 2019 Jul 22, 2019	BUY	N/A	56,853 Added 21.35%	323,151 $9.95 Million
Q1 2019 Apr 25, 2019	BUY	N/A	27,710 Added 11.61%	266,298 $8.14 Million
Q4 2018 Jan 31, 2019	BUY	N/A	217,866 Added 1051.38%	238,588 $7.19 Million
Q3 2018 Oct 16, 2018	BUY	N/A	20,722 New	20,722 $625,000

Others Institutions Holding SPSB

# of Institutions

563

Shares Held

191M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Willow Creek Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History