Client First Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$325K Hold
435
0.13% 26
2026
Q1
$283K Sell
435
-23
-5% -$15.6K 0.12% 25
2025
Q4
$312K Buy
+458
New +$310K 0.13% 26

Other funds holding SPY

Client First Capital's SPY Position: Q2 2026 in Review

Client First Capital held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 435 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #26.

Client First Capital first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Client First Capital held 435 shares of State Street SPDR S&P 500 ETF Trust worth $325K as of Q2 2026.
  • Client First Capital left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Client First Capital's portfolio in Q2 2026, its #26 holding.
  • Client First Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.