Modern Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 821,996 shares of SPSB stock, worth $24.8 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
821,996
Previous 705,285
16.55%
Holding current value
$24.8 Million
Previous $21.3 Million
116837.17%
% of portfolio
0.49%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio