Pacific Capital Wealth Advisors, Inc Spdr Portfolio Intermediate Te Transaction History

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$30.91 - $32.89 $27,200 - $28,943	880 New	880 $28,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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