Sound View Advisors Inc. Spdr Portfolio Short Term Corp Transaction History
Sound View Advisors Inc.
- $242 Million
- Q1 2025
A detailed history of Sound View Advisors Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sound View Advisors Inc. holds 934,237 shares of SPSB stock, worth $28.1 Million. This represents 11.6% of its overall portfolio holdings.
Number of Shares
934,237
Previous 885,905
5.46%
Holding current value
$28.1 Million
Previous $26.5 Million
6.3%
% of portfolio
11.6%
Previous 10.91%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares 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$754 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