Strategic Point Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Strategic Point Investment Advisors, LLC
- $648 Million
- Q2 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 1,060,026 shares of SPSB stock, worth $31.9 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
1,060,026
Previous 1,036,617
2.26%
Holding current value
$31.9 Million
Previous $31.2 Million
2.56%
% of portfolio
4.94%
Previous 5.2%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio