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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$29.82 - $30.1 $3.46 Million - $3.49 Million
115,912 Added 136.77%
200,662 $6.04 Million
Q4 2024

Jan 22, 2025

BUY
$29.77 - $30.19 $2.52 Million - $2.56 Million
84,750 New
84,750 $2.53 Million

Others Institutions Holding SPSB

About SPDR PORTFOLIO SHORT TERM CORP


  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.