Strategic Point Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Strategic Point Investment Advisors, LLC
- $614 Million
- Q4 2024
A detailed history of Strategic Point Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 1,036,072 shares of SPSB stock, worth $31.1 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
1,036,072
Previous 1,001,254
3.48%
Holding current value
$31.1 Million
Previous $30.3 Million
2.05%
% of portfolio
5.04%
Previous 5.0%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio