Afg Fiduciary Services Limited Partnership Spdr Portfolio Short Term Corp Transaction History

Afg Fiduciary Services Limited Partnership

$270 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$29.16 - $29.99 $54,179 - $55,721	-1,858 Reduced 17.74%	8,615 $252,000
Q4 2021 Feb 11, 2022	BUY	$30.92 - $31.24 $323,825 - $327,176	10,473 New	10,473 $324,000

Others Institutions Holding SPSB

# of Institutions

561

Shares Held

191M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

34M
Shares

$1.03 Billion
1.08% of portfolio
Jpmorgan Chase & CO New York, NY

17.9M
Shares

$539 Million
0.05% of portfolio
Valmark Advisers, Inc.

7.2M
Shares

$217 Million
3.66% of portfolio
Bank Of America Corp Charlotte, NC

5.13M
Shares

$155 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

4.99M
Shares

$151 Million
0.08% of portfolio

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Afg Fiduciary Services Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Afg Fiduciary Services Limited Partnership with notifications on news.

Account