Kmg Fiduciary Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Kmg Fiduciary Partners, LLC
- $1.18 Billion
- Q1 2025
A detailed history of Kmg Fiduciary Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 71,493 shares of SPSB stock, worth $2.15 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
71,493
Previous 75,710
5.57%
Holding current value
$2.15 Million
Previous $2.26 Million
4.87%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio