Sheets Smith Wealth Management Spdr Portfolio Short Term Corp Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
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 25,401 shares of SPSB stock, worth $768,634. This represents 0.09% of its overall portfolio holdings.
Number of Shares
25,401
Previous 24,327
4.41%
Holding current value
$768,634
Previous $734,000
4.77%
% of portfolio
0.09%
Previous 0.09%
Shares
34 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
223MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio