M Holdings Securities, Inc. Spdr Portfolio Short Term Corp Transaction History
M Holdings Securities, Inc.
- $601 Million
- Q1 2025
A detailed history of M Holdings Securities, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, M Holdings Securities, Inc. holds 511,858 shares of SPSB stock, worth $15.4 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
511,858
Previous 484,590
5.63%
Holding current value
$15.4 Million
Previous $14.5 Million
6.48%
% of portfolio
2.56%
Previous 2.33%
Shares
20 transactions
Others Institutions Holding SPSB
# of Institutions
615Shares 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