Mc Elhenny Sheffield Capital Management, LLC Spdr Portfolio Short Term Corp Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$28.95 - $29.53 $5,095 - $5,197	176 New	176 $0

Others Institutions Holding SPSB

# of Institutions

565

Shares Held

191M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

37.1M
Shares

$1.1 Billion
1.12% of portfolio
Jpmorgan Chase & CO New York, NY

19.1M
Shares

$569 Million
0.05% of portfolio
Valmark Advisers, Inc.

7.37M
Shares

$220 Million
3.52% of portfolio
Lpl Financial LLC Fort Mill, SC

5.38M
Shares

$160 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.02M
Shares

$150 Million
0.01% of portfolio

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