Winch Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 627 shares of SPSB stock, worth $18,922. This represents 0.0% of its overall portfolio holdings.
Number of Shares
627
Previous 728
13.87%
Holding current value
$18,922
Previous $21,000
14.29%
% of portfolio
0.0%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares 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