Strategic Point Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Strategic Point Investment Advisors, LLC
- $600 Million
- Q1 2025
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 1,036,617 shares of SPSB stock, worth $31.3 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
1,036,617
Previous 1,036,072
0.05%
Holding current value
$31.3 Million
Previous $30.9 Million
0.86%
% of portfolio
5.2%
Previous 5.04%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
607Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio