Destination Wealth Management Spdr Portfolio Short Term Corp Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Destination Wealth Management holds 180,078 shares of SPSB stock, worth $5.45 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
180,078
              Previous 1,600,722
              
        
           88.75%
        
      
          
        Holding current value
$5.45 Million
            Previous $48.2 Million
            
        
           88.72%
        
      
          
        % of portfolio
0.16%
            Previous 1.53%
          
        Shares
	  20 transactions
	
  Others Institutions Holding SPSB
# of Institutions
621Shares Held
223MCall 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