SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 273,889 Value ($000) $186,771 Avg Close — Range —
Q3 2025
Shares 276,325 Value ($000) $184,082 Avg Close — Range —
Q2 2025
Shares 290,035 Value ($000) $180,019 Avg Close — Range —
Q1 2025
Shares 282,326 Value ($000) $157,930 Avg Close — Range —
Q4 2024
Shares 276,570 Value ($000) $162,092 Avg Close — Range —
Q3 2024
Shares 274,782 Value ($000) $157,659 Avg Close — Range —
Q2 2024
Shares 272,048 Value ($000) $148,054 Avg Close — Range —
Q1 2024
Shares 215,350 Value ($000) $112,643 Avg Close — Range —
Q4 2023
Shares 215,265 Value ($000) $102,318 Avg Close — Range —
Q3 2023
Shares 214,330 Value ($000) $91,622 Avg Close — Range —
Q2 2023
Shares 197,128 Value ($000) $87,383 Avg Close — Range —
Q1 2023
Shares 183,973 Value ($000) $75,317 Avg Close — Range —
Q4 2022
Shares 171,020 Value ($000) $65,403 Avg Close — Range —
Q3 2022
Shares 202,997 Value ($000) $72,506 Avg Close — Range —
Q2 2022
Shares 153,854 Value ($000) $58,042 Avg Close — Range —
Q1 2022
Shares 99,051 Value ($000) $44,735 Avg Close — Range —
Q4 2021
Shares 80,158 Value ($000) $38,072 Avg Close — Range —
Q3 2021
Shares 64,735 Value ($000) $27,780 Avg Close — Range —
Q2 2021
Shares 38,549 Value ($000) $16,501 Avg Close — Range —
Q1 2021
Shares 36,135 Value ($000) $14,321 Avg Close — Range —
Q4 2020
Shares 34,238 Value ($000) $12,801 Avg Close — Range —
Q3 2020
Shares 33,626 Value ($000) $11,261 Avg Close — Range —
Q2 2020
Shares 33,193 Value ($000) $10,235 Avg Close — Range —
Q1 2020
Shares 32,224 Value ($000) $8,306 Avg Close — Range —
Q4 2019
Shares 903 Value ($000) $291 Avg Close — Range —