Foundations Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 96,927 shares of SPSB stock, worth $2.93 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
96,927
Previous 81,210
19.35%
Holding current value
$2.93 Million
Previous $2.45 Million
19.75%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 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