Westover Capital Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Westover Capital Advisors, LLC
- $485 Million
- Q2 2025
A detailed history of Westover Capital Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 199,669 shares of SPSB stock, worth $6.04 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
199,669
Previous 201,032
0.68%
Holding current value
$6.04 Million
Previous $6.05 Million
0.38%
% of portfolio
1.24%
Previous 1.37%
Shares
15 transactions
Others Institutions Holding SPSB
# of Institutions
622Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio