Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 36,944 shares of SPSB stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,944
Previous 39,444
6.34%
Holding current value
$1.12 Million
Previous $1.19 Million
6.07%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio