Pacific Capital Wealth Advisors »

D Spdr Index Shs Fds shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D Spdr Index Shs Fds by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $92k 1.4k 64.78
2024-06-30 $86k 1.4k 60.79
2024-03-31 $85k 1.4k 59.69
2023-12-31 $79k 1.4k 55.35
2020-09-30 $54k 1.3k 42.99

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)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Private Advisor
Mariner Wealth Advisors
Peak Financial Management
Advance Capital Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
Bank of America Corporation
Meitav Dash Investments
Empowered Funds
Unique Wealth
First Heartland Consultants
Trilogy Capital

View all funds holding D Spdr Index Shs Fds