Sky Oak Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Sky Oak Wealth, LLC
- $454 Million
- Q1 2025
A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,502 shares of SPSB stock, worth $285,725. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,502
Previous 9,502
-0.0%
Holding current value
$285,725
Previous $283,000
1.06%
% of portfolio
0.06%
Previous 0.06%
Shares
16 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