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SPDR Dow Jones Industrial Average ETF shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF 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 SPDR Dow Jones Industrial Average ETF by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.4k 22 425.50
2024-09-30 $86k 203 423.12
2024-06-30 $79k 203 391.13
2024-03-31 $94k 235 397.76

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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Wolverine Trading
Morgan Stanley
Citadel Advisors
Jane Street
Bank of America Corporation
Royal Bank of Canada
Goldman Sachs Group
UBS Group
LPL Financial
Wells Fargo & Company
Bank Of Montreal
Millennium Management
Optiver Holding B.V.
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF