Trail Ridge Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Trail Ridge Investment Advisors, LLC
- $214 Million
- Q3 2025
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 20,558 shares of SPSB stock, worth $620,440. This represents 0.29% of its overall portfolio holdings.
Number of Shares
20,558
Previous 20,421
0.67%
Holding current value
$620,440
Previous $616,000
0.97%
% of portfolio
0.29%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares 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