Impact Partnership Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Impact Partnership Wealth, LLC
- $542 Billion
- Q2 2025
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 337,163 shares of SPSB stock, worth $10.2 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
337,163
Previous 314,800
7.1%
Holding current value
$10.2 Million
Previous $9.48 Billion
7.42%
% of portfolio
1.88%
Previous 2.02%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$755 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio