Portland Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 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 31,931 shares of SPSB stock, worth $961,442. This represents 2.31% of its overall portfolio holdings.
Number of Shares
31,931
Previous 26,501
20.49%
Holding current value
$961,442
Previous $798 Million
20.85%
% of portfolio
2.31%
Previous 2.04%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% 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$190 Million0.01% of portfolio