Portside Wealth Group, LLC Spdr Portfolio Short Term Corp Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 66,959 shares of SPSB stock, worth $2.02 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
66,959
Previous 65,231
2.65%
Holding current value
$2.02 Million
Previous $1.95 Billion
3.47%
% of portfolio
0.33%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio