Trail Ridge Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Trail Ridge Investment Advisors, LLC
- $197 Million
- Q2 2025
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 20,421 shares of SPSB stock, worth $615,693. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,421
Previous 23,213
12.03%
Holding current value
$615,693
Previous $698,000
11.75%
% of portfolio
0.31%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares 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$755 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