Trail Ridge Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Trail Ridge Investment Advisors, LLC
- $189 Million
- Q1 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 23,213 shares of SPSB stock, worth $698,014. This represents 0.37% of its overall portfolio holdings.
Number of Shares
23,213
Previous 24,196
4.06%
Holding current value
$698,014
Previous $722,000
3.32%
% of portfolio
0.37%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio