Strategic Point Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Strategic Point Investment Advisors, LLC
- $551 Million
- Q1 2024
A detailed history of Strategic Point Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 987,810 shares of SPSB stock, worth $29.4 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
987,810
Previous 970,347
1.8%
Holding current value
$29.4 Million
Previous $28.9 Million
1.77%
% of portfolio
5.34%
Previous 5.58%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio