Cypress Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 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 7,245 shares of SPSB stock, worth $219,233. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,245
Previous 7,109
1.91%
Holding current value
$219,233
Previous $214,000
2.34%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
622Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio