Strategic Point Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Strategic Point Investment Advisors, LLC
- $606 Million
- Q3 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 1,001,254 shares of SPSB stock, worth $29.8 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
1,001,254
Previous 986,571
1.49%
Holding current value
$29.8 Million
Previous $29.3 Million
3.47%
% of portfolio
5.0%
Previous 5.25%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$570 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio