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Utilities SPDR shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 20k 63.33
2023-09-30 $1.2M 21k 58.93
2023-06-30 $1.3M 21k 65.44
2023-03-31 $1.4M 20k 67.69
2022-12-31 $1.4M 20k 70.50
2022-09-30 $1.4M 22k 65.51

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Twin Tree Management
Susquehanna International
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
LPL Financial
Healthcare Of Ontario Pension Plan Trust Fund
Wells Fargo & Company
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR