Olio Financial Planning Spdr Portfolio Short Term Corp Transaction History
Olio Financial Planning
- $317 Million
- Q2 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 74,766 shares of SPSB stock, worth $2.26 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
74,766
Previous 70,447
6.13%
Holding current value
$2.26 Million
Previous $2.12 Million
6.51%
% of portfolio
0.71%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio