Pacific Capital Wealth Advisors, Inc Spdr Portfolio Short Term Corp Transaction History
Pacific Capital Wealth Advisors, Inc
- $544 Million
- Q2 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 223,924 shares of SPSB stock, worth $6.74 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
223,924
Previous 200,662
11.59%
Holding current value
$6.74 Million
Previous $6.04 Million
12.01%
% of portfolio
1.24%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
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Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
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Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio