High Net Worth Advisory Group LLC Spdr Portfolio Short Term Corp Transaction History
High Net Worth Advisory Group LLC
- $388 Million
- Q3 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 7,000 shares of SPSB stock, worth $211,820. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,000
              Previous 7,000
              
        
           -0.0%
        
      
          
        Holding current value
$211,820
            Previous $211,000
            
        
           0.47%
        
      
          
        % of portfolio
0.05%
            Previous 0.06%
          
        Shares
	  2 transactions
	
  Others Institutions Holding SPSB
# of Institutions
621Shares Held
223MCall 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