Private Wealth Group, LLC Spdr Portfolio Short Term Corp Transaction History
Private Wealth Group, LLC
- $165 Million
- Q1 2025
A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Private Wealth Group, LLC holds 43,772 shares of SPSB stock, worth $1.32 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
43,772
Previous 47,699
8.23%
Holding current value
$1.32 Million
Previous $1.42 Million
7.58%
% of portfolio
0.8%
Previous 0.71%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
240MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio