Barnes Pettey Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Barnes Pettey Financial Advisors, LLC
- $128 Million
- Q1 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 40,169 shares of SPSB stock, worth $1.21 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
40,169
Previous 13,336
201.21%
Holding current value
$1.21 Million
Previous $398,000
203.77%
% of portfolio
0.95%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares 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$751 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$232 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$211 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio