Pacific Capital Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209M	Buy	280,356 +248	+0.1%	+$180K	31.56%	1
2026 Q1	$182M	Buy	280,108 +6,219	+2%	+$4.23M	30.6%	1
2025 Q4	$187M	Sell	273,889 -2,436	-0.9%	-$1.65M	32.01%	1
2025 Q3	$184M	Sell	276,325 -13,710	-5%	-$8.79M	31.85%	1
2025 Q2	$180M	Buy	290,035 +7,709	+3%	+$4.41M	33.03%	1
2025 Q1	$158M	Buy	282,326 +5,756	+2%	+$3.38M	27.3%	1
2024 Q4	$162M	Buy	276,570 +1,788	+0.7%	+$1.05M	27.07%	1
2024 Q3	$158M	Buy	274,782 +2,734	+1%	+$1.51M	26.5%	1
2024 Q2	$148M	Buy	272,048 +56,698	+26%	+$29.7M	27.02%	1
2024 Q1	$113M	Buy	215,350 +85	+0%	+$42.3K	26.52%	1
2023 Q4	$102M	Buy	215,265 +935	+0.4%	+$417K	25.95%	1
2023 Q3	$91.6M	Buy	214,330 +17,202	+9%	+$7.65M	25.69%	1
2023 Q2	$87.4M	Buy	197,128 +13,155	+7%	+$5.52M	22.16%	1
2023 Q1	$75.3M	Buy	183,973 +12,953	+8%	+$5.17M	19.38%	1
2022 Q4	$65.4M	Sell	171,020 -31,977	-16%	-$12.3M	16.91%	1
2022 Q3	$72.5M	Buy	202,997 +49,143	+32%	+$19.5M	19.75%	1
2022 Q2	$58M	Buy	153,854 +54,803	+55%	+$22.5M	16.07%	1
2022 Q1	$44.7M	Buy	99,051 +18,893	+24%	+$8.41M	12.78%	1
2021 Q4	$38.1M	Buy	80,158 +15,423	+24%	+$7.08M	10.96%	1
2021 Q3	$27.8M	Buy	64,735 +26,186	+68%	+$11.6M	8.82%	1
2021 Q2	$16.5M	Buy	38,549 +2,414	+7%	+$1.01M	8.3%	1
2021 Q1	$14.3M	Buy	36,135 +1,897	+6%	+$732K	7.97%	1
2020 Q4	$12.8M	Buy	34,238 +612	+2%	+$217K	7.27%	1
2020 Q3	$11.3M	Buy	33,626 +433	+1%	+$144K	6.69%	1
2020 Q2	$10.2M	Buy	33,193 +969	+3%	+$284K	6.94%	1
2020 Q1	$8.31M	Buy	32,224 +31,321	+3,469%	+$9.55M	6.28%	2
2019 Q4	$291K	Buy	+903	New	+$278K	0.19%	50

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Pacific Capital Wealth Advisors's SPY Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q2 2026, buying an estimated $180K and bringing the position to 280,356 shares worth $209M. The position accounts for 31.56% of the portfolio, ranked #1.

Pacific Capital Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pacific Capital Wealth Advisors held 280,356 shares of State Street SPDR S&P 500 ETF Trust worth $209M as of Q2 2026.
Pacific Capital Wealth Advisors bought 248 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $180K.
State Street SPDR S&P 500 ETF Trust made up 31.56% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.