Sheets Smith Wealth Management Spdr Portfolio Short Term Corp Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 16,545 shares of SPSB stock, worth $495,853. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,545
Previous 16,568
0.14%
Holding current value
$495,853
Previous $501,000
1.4%
% of portfolio
0.06%
Previous 0.06%
Shares
31 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio