Foundations Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 96,927 shares of SPSB stock, worth $2.93 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
96,927
Previous 81,210
19.35%
Holding current value
$2.93 Million
Previous $2.45 Million
19.75%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
624Shares 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