Gradient Capital Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 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 19,294 shares of SPSB stock, worth $579,977. This represents 0.21% of its overall portfolio holdings.
Number of Shares
19,294
Previous 22,066
12.56%
Holding current value
$579,977
Previous $656,000
12.65%
% of portfolio
0.21%
Previous 0.24%
Shares
24 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio