M Holdings Securities, Inc. Spdr Portfolio Short Term Corp Transaction History
M Holdings Securities, Inc.
- $583 Million
- Q2 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 534,908 shares of SPSB stock, worth $16.2 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
534,908
Previous 511,858
4.5%
Holding current value
$16.2 Million
Previous $15.4 Million
4.81%
% of portfolio
2.77%
Previous 2.56%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
220MCall 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