Key Client Fiduciary Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Key Client Fiduciary Advisors, LLC
- $218 Million
- Q2 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 6,740 shares of SPSB stock, worth $203,211. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,740
Previous 7,595
11.26%
Holding current value
$203,211
Previous $228,000
10.96%
% of portfolio
0.09%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares 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$755 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