Cypress Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,027 shares of SPSB stock, worth $211,301. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,027
Previous 6,869
2.3%
Holding current value
$211,301
Previous $205,000
2.93%
% of portfolio
0.08%
Previous 0.08%
Shares
6 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