Badgley Phelps Wealth Managers, LLC Spdr Portfolio Short Term Corp Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.07 Billion
- Q1 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 171,324 shares of SPSB stock, worth $5.15 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
171,324
Previous 158,650
7.99%
Holding current value
$5.15 Million
Previous $4.74 Million
8.85%
% of portfolio
0.13%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding SPSB
# of Institutions
615Shares 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