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

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Wj Wealth Management, LLC holds 8,900 shares of SPTS stock, worth $257,210. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,900
Previous 31,566 71.81%
Holding current value
$257,210
Previous $911,000 71.35%
% of portfolio
0.1%
Previous 0.34%

Shares

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

Oct 31, 2024
SELL
$28.75 - $29.46 $651,647 - $667,740
-22,666 Reduced 71.81%
8,900 $261,000
Q2 2024

Aug 09, 2024
SELL
$28.65 - $28.88 $136,087 - $137,180
-4,750 Reduced 13.08%
31,566 $911,000
Q1 2024

Apr 17, 2024
SELL
$28.84 - $29.16 $213,416 - $215,784
-7,400 Reduced 16.93%
36,316 $1.05 Million
Q4 2023

Jan 12, 2024
SELL
$28.59 - $29.06 $1.25 Million - $1.27 Million
-43,850 Reduced 50.08%
43,716 $1.27 Million
Q3 2023

Oct 10, 2023
SELL
$28.66 - $28.88 $62,020 - $62,496
-2,164 Reduced 2.41%
87,566 $2.51 Million
Q2 2023

Jul 11, 2023
BUY
$28.78 - $29.3 $726,838 - $739,971
25,255 Added 39.17%
89,730 $2.58 Million
Q1 2023

Apr 12, 2023
BUY
$28.64 - $29.36 $1.85 Million - $1.89 Million
64,475 New
64,475 $1.88 Million
Q3 2020

Oct 14, 2020
SELL
$30.69 - $30.73 $5.04 Million - $5.04 Million
-164,162 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$30.66 - $30.74 $5.03 Million - $5.05 Million
164,162 New
164,162 $5.05 Million

Others Institutions Holding SPTS

# of Institutions
403
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
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