Pacific Capital Wealth Advisors, Inc Spdr Portfolio Short Term Corp Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 200,662 shares of SPSB stock, worth $6.03 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
200,662
Previous 84,750
136.77%
Holding current value
$6.03 Million
Previous $2.53 Million
138.54%
% of portfolio
1.05%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio