Whalen Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 74,998 shares of SPSB stock, worth $2.27 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
74,998Holding current value
$2.27 Million% of portfolio
1.33%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
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Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
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Valmark Advisers, Inc.8.02MShares$243 Million3.42% of portfolio
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Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
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Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio