Westover Capital Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Westover Capital Advisors, LLC
- $440 Million
- Q1 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 201,032 shares of SPSB stock, worth $6.06 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
201,032
Previous 211,559
4.98%
Holding current value
$6.06 Million
Previous $6.32 Million
4.21%
% of portfolio
1.37%
Previous 1.42%
Shares
14 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
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio