Willow Creek Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Willow Creek Wealth Management Inc.
- $1.15 Billion
- Q3 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,107,756 shares of SPSB stock, worth $33.4 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
1,107,756
Previous 1,070,549
3.48%
Holding current value
$33.4 Million
Previous $32.3 Million
3.82%
% of portfolio
2.92%
Previous 3.06%
Shares
29 transactions
Others Institutions Holding SPSB
# of Institutions
619Shares 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