A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Winch Advisory Services, LLC holds 26,881 shares of SPTS stock, worth $776,592. This represents 0.23% of its overall portfolio holdings.

Number of Shares
26,881
Previous 28,475 5.6%
Holding current value
$776,592
Previous $822,000 3.89%
% of portfolio
0.23%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$28.75 - $29.46 $45,827 - $46,959
-1,594 Reduced 5.6%
26,881 $790,000
Q2 2024

Jul 31, 2024

BUY
$28.65 - $28.88 $11,316 - $11,407
395 Added 1.41%
28,475 $822,000
Q1 2024

May 14, 2024

SELL
$28.84 - $29.16 $2,105 - $2,128
-73 Reduced 0.26%
28,080 $812,000
Q4 2023

Jan 18, 2024

BUY
$28.59 - $29.06 $225,374 - $229,079
7,883 Added 38.89%
28,153 $817,000
Q3 2023

Nov 06, 2023

BUY
$28.66 - $28.88 $49,782 - $50,164
1,737 Added 9.37%
20,270 $582,000
Q2 2023

Aug 08, 2023

BUY
$28.78 - $29.3 $4,115 - $4,189
143 Added 0.78%
18,533 $534,000
Q1 2023

May 10, 2023

BUY
$28.64 - $29.36 $35,055 - $35,936
1,224 Added 7.13%
18,390 $538,000
Q4 2022

Jan 26, 2023

BUY
$28.7 - $29.07 $1,291 - $1,308
45 Added 0.26%
17,166 $496,000
Q3 2022

Oct 31, 2022

BUY
$28.84 - $29.57 $72,734 - $74,575
2,522 Added 17.28%
17,121 $495,000
Q2 2022

Aug 12, 2022

BUY
$29.16 - $29.7 $62,169 - $63,320
2,132 Added 17.1%
14,599 $430,000
Q1 2022

Apr 26, 2022

BUY
$29.62 - $30.41 $12,144 - $12,468
410 Added 3.4%
12,467 $370,000
Q4 2021

Feb 04, 2022

BUY
$30.42 - $30.64 $264,593 - $266,506
8,698 Added 258.95%
12,057 $367,000
Q3 2021

Nov 10, 2021

BUY
$30.62 - $30.7 $16,871 - $16,915
551 Added 19.62%
3,359 $103,000
Q2 2021

Aug 05, 2021

BUY
$30.62 - $30.7 $21,985 - $22,042
718 Added 34.35%
2,808 $86,000
Q1 2021

May 03, 2021

BUY
$30.64 - $30.7 $64,037 - $64,163
2,090 New
2,090 $64,000
Q1 2020

May 13, 2020

SELL
$29.96 - $30.72 $11,834 - $12,134
-395 Closed
0 $0
Q1 2019

May 13, 2019

BUY
N/A
395 New
395 $12,000

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


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