Gradient Capital Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 20,438 shares of SPSB stock, worth $614,366. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,438
Previous 19,307
5.86%
Holding current value
$614,366
Previous $584,000
4.45%
% of portfolio
0.2%
Previous 0.2%
Shares
26 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$448 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio