Axiom Advisory, LLC Spdr Portfolio Short Term Corp Transaction History

Axiom Advisory, LLC

$10.9 Billion
Q3 2024

A detailed history of Axiom Advisory, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Axiom Advisory, LLC holds 12,992 shares of SPSB stock, worth $390,539. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,992

Holding current value

$390,539

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$29.58 - $30.31 $384,303 - $393,787	12,992 New	12,992 $393,000

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

225M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

40.4M
Shares

$1.21 Billion
1.17% of portfolio
Jpmorgan Chase & CO New York, NY

37.6M
Shares

$1.13 Billion
0.09% of portfolio
Horizon Financial Services, LLC

14.9M
Shares

$448 Million
11.46% of portfolio
Valmark Advisers, Inc.

7.74M
Shares

$233 Million
3.56% of portfolio
Lpl Financial LLC Fort Mill, SC

5.67M
Shares

$170 Million
0.07% 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 Axiom Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axiom Advisory, LLC with notifications on news.

Account