Simplicity Wealth,Llc Spdr Portfolio Short Term Corp Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,169 shares of SPSB stock, worth $246,540. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,169
Previous 16,720
51.14%
Holding current value
$246,540
Previous $504,000
50.99%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares 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