Wj Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Wj Wealth Management, LLC

$245 Million
Q1 2025

A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wj Wealth Management, LLC holds 11,080 shares of SPSB stock, worth $333,175. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,080

Previous 6,752 64.1%

Holding current value

$333,175

Previous $201,000 65.67%

% of portfolio

0.14%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$29.82 - $30.1 $129,060 - $130,272	4,328 Added 64.1%	11,080 $333,000
Q4 2024 Jan 24, 2025	BUY	$29.77 - $30.19 $201,007 - $203,842	6,752 New	6,752 $201,000
Q2 2024 Aug 09, 2024	SELL	$29.51 - $29.7 $107,357 - $108,048	-3,638 Reduced 20.76%	13,882 $412,000
Q1 2024 Apr 17, 2024	SELL	$29.65 - $29.92 $54,852 - $55,352	-1,850 Reduced 9.55%	17,520 $521,000
Q4 2023 Jan 12, 2024	SELL	$29.14 - $29.78 $80,426 - $82,192	-2,760 Reduced 12.47%	19,370 $576,000
Q2 2023 Jul 11, 2023	BUY	$29.36 - $29.7 $87,786 - $88,803	2,990 Added 15.62%	22,130 $651,000
Q1 2023 Apr 12, 2023	BUY	$29.2 - $29.7 $90,812 - $92,367	3,110 Added 19.4%	19,140 $567,000
Q3 2022 Oct 18, 2022	BUY	$29.16 - $29.99 $467,434 - $480,739	16,030 New	16,030 $465,000

Others Institutions Holding SPSB

# of Institutions

613

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Industry ETFs

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Wj Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History