Gradient Capital Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
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 19,814 shares of SPSB stock, worth $596,797. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,814
Previous 20,311
2.45%
Holding current value
$596,797
Previous $611,000
2.13%
% of portfolio
0.18%
Previous 0.2%
Shares
28 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