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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-139	Closed	-$18.4K	–	315
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%	+$5.34K	﹤0.01%	250
2024 Q1	$12.7K	Buy	+97	New	+$12.7K	﹤0.01%	213