Marion Wealth Management Spdr Portfolio Short Term Corp Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Marion Wealth Management holds 16,447 shares of SPSB stock, worth $495,383. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,447
Previous 18,427
10.75%
Holding current value
$495,383
Previous $550,000
10.18%
% of portfolio
0.13%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares 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$754 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