Portland Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Portland Financial Advisors Inc holds 26,501 shares of SPSB stock, worth $796,885. This represents 2.04% of its overall portfolio holdings.
Number of Shares
26,501
Previous 12,059
119.76%
Holding current value
$796,885
Previous $360 Million
121.53%
% of portfolio
2.04%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio