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Spdr Ser Tr shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 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 Ser Tr by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 419 56.48
2024-09-30 $23k 419 55.76
2024-06-30 $22k 414 53.10

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 Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Koss-Olinger Consulting
LPL Financial
Private Advisor
Principal Financial Group
Laurel Wealth Planning
Financial Network Wealth Management
SOA Wealth Advisors
Two Sigma Investments
Financial Engines Advisors L.L.C
Blue Edge Capital
Integrated Wealth Concepts
Gradient Investments

View all funds holding Spdr Ser Tr