Windward Private Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Windward Private Wealth Management Inc.
- $276 Million
 - Q2 2025
 
A detailed history of Windward Private Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 25,683 shares of SPSB stock, worth $777,167. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,683
              Previous 25,911
              
        
           0.88%
        
      
          
        Holding current value
$777,167
            Previous $779,000
            
        
           0.51%
        
      
          
        % of portfolio
0.28%
            Previous 0.3%
          
        Shares
	  19 transactions
	
  Others Institutions Holding SPSB
# of Institutions
624Shares Held
224MCall 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.8.4MShares$254 Million3.35% 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