Pacific Capital Wealth Advisors, Inc Spdr Portfolio Short Term Corp Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 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 263,178 shares of SPSB stock, worth $7.94 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
263,178
Previous 223,924
17.53%
Holding current value
$7.94 Million
Previous $6.76 Million
17.91%
% of portfolio
1.38%
Previous 1.24%
Shares
4 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