Pacific Capital Wealth Advisors, Inc. SPY Holdings History
Pacific Capital Wealth Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 290,035.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $180.02 Mil. This investment constitutes 33.03% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 21 purchases of SPY, at an average price of $434.24, for a total of 322,012.00 shares. In addition, there have been 1 sales at an average price of $382.87 for 31,977.00 shares. Based on historical transaction data and SPY's current price of $633.30, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his SPY holdings is $56.09 Mil, reflecting a 40.12% gain to date.
Pacific Capital Wealth Advisors, Inc. SPY ($633.30) Holding Chart
Pacific Capital Wealth Advisors, Inc. SPY ($633.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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