Olio Financial Planning Spdr Portfolio Short Term Corp Transaction History
Olio Financial Planning
- $340 Million
- Q3 2025
A detailed history of Olio Financial Planning transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Olio Financial Planning holds 73,728 shares of SPSB stock, worth $2.23 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
73,728
Previous 74,766
1.39%
Holding current value
$2.23 Million
Previous $2.26 Million
1.06%
% of portfolio
0.66%
Previous 0.71%
Shares
4 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