Cypress Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Cypress Financial Planning LLC
- $343 Million
- Q4 2025
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cypress Financial Planning LLC holds 8,689 shares of SPSB stock, worth $262,234. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,689
Previous 7,245
19.93%
Holding current value
$262,234
Previous $219,000
19.63%
% of portfolio
0.08%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares 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