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

Client First Capital’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 		$2.61M Hold
3,500
– – 1.04% 15
2026
Q1 		$2.28M Hold
3,500
– – 0.99% 17
2025
Q4 		$2.39M Buy
+3,500
New +$2.37M 1.01% 16

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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. 1,996 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.
  • 1,996 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.