Cypress Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 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 7,027 shares of SPSB stock, worth $210,599. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,027
Previous 6,869
2.3%
Holding current value
$210,599
Previous $205,000
2.93%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.74MShares$232 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio