N.E.W. Advisory Services LLC Spdr Portfolio Short Term Corp Transaction History
N.E.W. Advisory Services LLC
- $1.25 Billion
- Q1 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 252,840 shares of SPSB stock, worth $7.6 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
252,840
Previous 141,501
78.68%
Holding current value
$7.6 Million
Previous $4.23 Million
80.12%
% of portfolio
0.61%
Previous 0.41%
Shares
21 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