Simpli Fi, Inc. Spdr Portfolio Short Term Corp Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Simpli Fi, Inc. holds 398,300 shares of SPSB stock, worth $11.9 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

398,300

Holding current value

$11.9 Million

% of portfolio

5.51%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$29.77 - $30.19 $11.9 Million - $12 Million	398,300 New	398,300 $11.9 Million

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

219M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

40.4M
Shares

$1.21 Billion
1.17% of portfolio
Jpmorgan Chase & CO New York, NY

37.6M
Shares

$1.13 Billion
0.09% of portfolio
Valmark Advisers, Inc.

7.49M
Shares

$225 Million
3.5% of portfolio
Lpl Financial LLC Fort Mill, SC

5.67M
Shares

$170 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.16M
Shares

$155 Million
0.01% of portfolio

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

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