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
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