Spring Vest Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Spring Vest Wealth Management LLC
- $144 Billion
- Q4 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 15,347 shares of SPSB stock, worth $463,172. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,347
Previous 23,935
35.88%
Holding current value
$463,172
Previous $725 Million
36.07%
% of portfolio
0.32%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio