Barnes Pettey Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Barnes Pettey Financial Advisors, LLC
- $146 Million
- Q2 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 43,844 shares of SPSB stock, worth $1.32 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
43,844
Previous 40,169
9.15%
Holding current value
$1.32 Million
Previous $1.21 Million
9.43%
% of portfolio
0.91%
Previous 0.95%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio