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Pacific Capital Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-139
Closed -$18.4K – 314
2024
Q4 		$18.4K Hold
139
– – ﹤0.01% 227
2024
Q3 		$19.7K Hold
139
– – ﹤0.01% 243
2024
Q2 		$17.7K Buy
139
+42
+43% +$5.41K ﹤0.01% 250
2024
Q1 		$12.7K Buy
+97
New +$12.2K ﹤0.01% 213

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's SDY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 139 shares — an estimated $18.4K sold.

Pacific Capital Wealth Advisors first reported a position in SDY in Q1 2024 and held it in 4 quarters. The position peaked at $19.7K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 139 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $18.4K.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $19.7K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.