Pacific Capital Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.72M Buy
223,924
+23,262
+12% +$698K 1.23% 13
2025
Q1
$6.04M Buy
200,662
+115,912
+137% +$3.49M 1.04% 15
2024
Q4
$2.53M Buy
+84,750
New +$2.53M 0.42% 27