Portland Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Portland Financial Advisors Inc holds 45,218 shares of SPSB stock, worth $1.36 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
45,218
Previous 31,931
41.61%
Holding current value
$1.36 Million
Previous $964 Million
42.08%
% of portfolio
2.92%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares 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