Wealthspire Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 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 39,444 shares of SPSB stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
39,444
Previous 38,204
3.25%
Holding current value
$1.19 Million
Previous $1.14 Million
4.12%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding SPSB
# of Institutions
615Shares 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