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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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $79k 1.4k 55.35
2020-09-30 $54k 1.3k 42.99

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Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
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View all positions for Pacific Capital Wealth Advisors

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds