Spdr S&p 500 Etf shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $158M | 275k | 573.76 |
| 2024-06-30 | $148M | 272k | 544.22 |
| 2024-03-31 | $113M | 215k | 523.07 |
| 2023-12-31 | $102M | 215k | 475.31 |
| 2023-09-30 | $92M | 214k | 427.48 |
| 2023-06-30 | $87M | 197k | 443.28 |
| 2023-03-31 | $75M | 184k | 409.39 |
| 2022-12-31 | $65M | 171k | 382.43 |
| 2022-09-30 | $73M | 203k | 357.18 |
| 2022-06-30 | $58M | 154k | 377.25 |
| 2022-03-31 | $45M | 99k | 451.64 |
| 2021-12-31 | $38M | 80k | 474.96 |
| 2021-09-30 | $28M | 65k | 429.13 |
| 2021-06-30 | $17M | 39k | 428.05 |
| 2021-03-31 | $14M | 36k | 396.32 |
| 2020-12-31 | $13M | 34k | 373.88 |
| 2020-09-30 | $11M | 34k | 334.89 |
| 2020-06-30 | $10M | 33k | 308.35 |
| 2020-03-31 | $8.3M | 32k | 257.76 |
| 2019-12-31 | $291k | 903 | 322.26 |
More positions owned by Pacific Capital Wealth Advisors
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