Destination Wealth Management Spdr Portfolio Short Term Corp Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 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 1,600,722 shares of SPSB stock, worth $48.2 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
1,600,722
Previous 1,608,497
0.48%
Holding current value
$48.2 Million
Previous $48 Million
0.32%
% of portfolio
1.53%
Previous 1.52%
Shares
19 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