Badgley Phelps Wealth Managers, LLC Spdr Portfolio Short Term Corp Transaction History
Badgley Phelps Wealth Managers, LLC
- $5.41 Billion
- Q4 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 186,605 shares of SPSB stock, worth $5.63 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
186,605
Previous 181,480
2.82%
Holding current value
$5.63 Million
Previous $5.5 Million
2.44%
% of portfolio
0.1%
Previous 0.12%
Shares
18 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio