Sheets Smith Wealth Management Spdr Portfolio Short Term Corp Transaction History
Sheets Smith Wealth Management
- $879 Million
- Q4 2025
A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 25,703 shares of SPSB stock, worth $775,716. This represents 0.09% of its overall portfolio holdings.
Number of Shares
25,703
Previous 25,401
1.19%
Holding current value
$775,716
Previous $769,000
0.78%
% of portfolio
0.09%
Previous 0.09%
Shares
35 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