Willow Creek Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,070,549 shares of SPSB stock, worth $32.4 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
1,070,549
Previous 1,069,784
0.07%
Holding current value
$32.4 Million
Previous $32.2 Million
0.37%
% of portfolio
3.06%
Previous 3.29%
Shares
28 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$243 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio