Willow Creek Wealth Management Inc. Spdr Portfolio Short Term Trea 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 Trea stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 623,312 shares of SPTS stock, worth $18.1 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
623,312
Previous 511,162 21.94%
Holding current value
$18.1 Million
Previous $14.7 Million 23.34%
% of portfolio
2.32%
Previous 2.21%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
BUY
$28.59 - $29.06 $3.21 Million - $3.26 Million
112,150 Added 21.94%
623,312 $18.1 Million
Q3 2023

Nov 20, 2023
SELL
$28.66 - $28.88 $70,847 - $71,391
-2,472 Reduced 0.48%
511,162 $14.7 Million
Q2 2023

Aug 28, 2023
SELL
$28.78 - $29.3 $14,274 - $14,532
-496 Reduced 0.1%
513,634 $14.8 Million
Q1 2023

Apr 24, 2023
BUY
$28.64 - $29.36 $953,912 - $977,893
33,307 Added 6.93%
514,130 $15 Million
Q4 2022

Mar 01, 2023
SELL
$28.7 - $29.07 $862,176 - $873,291
-30,041 Reduced 5.88%
480,823 $13.9 Million
Q3 2022

Oct 31, 2022
BUY
$28.84 - $29.57 $501,441 - $514,133
17,387 Added 3.52%
510,864 $14.8 Million
Q2 2022

Aug 16, 2022
SELL
$29.16 - $29.7 $1.64 Million - $1.67 Million
-56,114 Reduced 10.21%
493,477 $14.5 Million
Q1 2022

May 02, 2022
SELL
$29.62 - $30.41 $2.12 Million - $2.18 Million
-71,715 Reduced 11.54%
549,591 $16.3 Million
Q4 2021

Mar 24, 2022
BUY
$30.42 - $30.64 $2.09 Million - $2.1 Million
68,698 Added 12.43%
621,306 $18.9 Million
Q3 2021

Nov 15, 2021
BUY
$30.62 - $30.7 $1.61 Million - $1.61 Million
52,570 Added 10.51%
552,608 $16.9 Million
Q2 2021

Nov 16, 2021
BUY
$30.62 - $30.7 $1.31 Million - $1.31 Million
42,732 Added 9.34%
500,038 $15.3 Million
Q1 2021

May 17, 2021
BUY
$30.64 - $30.7 $879,398 - $881,120
28,701 Added 6.7%
457,306 $14 Million
Q4 2020

Feb 23, 2021
BUY
$30.65 - $30.71 $590,901 - $592,058
19,279 Added 4.71%
428,605 $13.2 Million
Q3 2020

Nov 12, 2020
BUY
$30.69 - $30.73 $794,778 - $795,814
25,897 Added 6.75%
409,326 $12.6 Million
Q2 2020

Aug 11, 2020
BUY
$30.66 - $30.74 $667,713 - $669,455
21,778 Added 6.02%
383,429 $11.8 Million
Q1 2020

May 07, 2020
SELL
$29.96 - $30.72 $1.26 Million - $1.29 Million
-41,934 Reduced 10.39%
361,651 $11.1 Million
Q4 2019

Feb 03, 2020
BUY
$29.91 - $30.1 $643,902 - $647,992
21,528 Added 5.63%
403,585 $12.1 Million
Q3 2019

Oct 15, 2019
BUY
$29.89 - $30.02 $1.39 Million - $1.4 Million
46,543 Added 13.87%
382,057 $11.5 Million
Q2 2019

Jul 22, 2019
BUY
N/A
58,168 Added 20.97%
335,514 $10.1 Million
Q1 2019

Apr 25, 2019
BUY
N/A
29,738 Added 12.01%
277,346 $8.25 Million
Q4 2018

Jan 31, 2019
BUY
N/A
214,464 Added 647.07%
247,608 $7.32 Million
Q3 2018

Oct 16, 2018
BUY
N/A
33,144 New
33,144 $976,000

Others Institutions Holding SPTS

# of Institutions
402
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
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