Badgley Phelps Wealth Managers, LLC Spdr Portfolio Short Term Corp Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.44 Billion
- Q2 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 175,802 shares of SPSB stock, worth $5.3 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
175,802
Previous 171,324
2.61%
Holding current value
$5.3 Million
Previous $5.16 Million
2.93%
% of portfolio
0.12%
Previous 0.13%
Shares
16 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