Bartlett & Co. Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 131,182 shares of SPSB stock, worth $3.95 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
131,182
Previous 137,189
4.38%
Holding current value
$3.95 Million
Previous $4.13 Billion
4.09%
% of portfolio
0.06%
Previous 0.06%
Shares
20 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