Kovitz Investment Group Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 558,568 shares of SPSB stock, worth $16.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
558,568
Previous 678,346
17.66%
Holding current value
$16.8 Million
Previous $20.4 Million
17.41%
% of portfolio
0.08%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding SPSB
# of Institutions
625Shares Held
201MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$148 Million0.01% of portfolio