Pacific Capital Wealth Advisors, Inc Spdr Bloomberg 1 3 Month T Bil Transaction History

Pacific Capital Wealth Advisors, Inc

$577 Million
Q3 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 165,914 shares of BIL stock, worth $15.2 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

165,914

Previous 136,913 21.18%

Holding current value

$15.2 Million

Previous $12.6 Million 21.2%

% of portfolio

2.64%

Previous 2.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$91.44 - $91.77 $2.65 Million - $2.66 Million	29,001 Added 21.18%	165,914 $15.2 Million
Q2 2025 Jul 09, 2025	SELL	$91.43 - $91.74 $12.3 Million - $12.3 Million	-134,226 Reduced 49.5%	136,913 $12.6 Million
Q1 2025 Apr 17, 2025	BUY	$91.45 - $91.75 $296,115 - $297,086	3,238 Added 1.21%	271,139 $24.9 Million
Q4 2024 Jan 22, 2025	BUY	$91.29 - $91.8 $900,393 - $905,423	9,863 Added 3.82%	267,901 $24.5 Million
Q3 2024 Oct 15, 2024	SELL	$91.42 - $91.82 $5.92 Million - $5.94 Million	-64,745 Reduced 20.06%	258,038 $23.7 Million

Q2 2024 Aug 06, 2024	BUY	$91.42 - $91.82 $14.2 Million - $14.2 Million	154,844 Added 92.2%	322,783 $29.6 Million
Q1 2024 May 15, 2024	BUY	$91.4 - $91.8 $15.3 Million - $15.3 Million	167,176 Added 21910.35%	167,939 $15.4 Million
Q4 2023 Feb 06, 2024	BUY	$91.22 - $91.84 $69,600 - $70,073	763 New	763 $69,000

Others Institutions Holding BIL

# of Institutions

1,310

Shares Held

248M

Call Options Held

23.3K

Put Options Held

49.1K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Account

Pacific Capital Wealth Advisors, Inc Spdr Bloomberg 1 3 Month T Bil Transaction History