Windward Private Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Windward Private Wealth Management Inc.
- $289 Million
- Q3 2025
A detailed history of Windward Private Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 25,699 shares of SPSB stock, worth $775,595. This represents 0.27% of its overall portfolio holdings.
Number of Shares
25,699
Previous 25,683
0.06%
Holding current value
$775,595
Previous $775,000
0.39%
% of portfolio
0.27%
Previous 0.28%
Shares
20 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