First Citizens Financial Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

First Citizens Financial Corp’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	$427K	Hold	572	–	–	0.18%	99
2026 Q1	$372K	Buy	572 +14	+3%	+$9.52K	0.18%	102
2025 Q4	$381K	Hold	558	–	–	0.19%	98
2025 Q3	$372K	Hold	558	–	–	0.18%	96
2025 Q2	$345K	Buy	558 +19	+4%	+$10.9K	0.19%	97
2025 Q1	$302K	Buy	+539	New	+$317K	0.17%	96
2021 Q3	–	Sell	-791	Closed	-$339K	–	111
2021 Q2	$339K	Hold	791	–	–	0.26%	78
2021 Q1	$313K	Hold	791	–	–	0.26%	76
2020 Q4	$296K	Hold	791	–	–	0.26%	79
2020 Q3	$265K	Sell	791 -54	-6%	-$17.9K	0.26%	76
2020 Q2	$261K	Buy	845 +25	+3%	+$7.32K	0.27%	75
2020 Q1	$211K	Hold	820	–	–	0.28%	77
2019 Q4	$264K	Buy	+820	New	+$252K	0.26%	74

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

First Citizens Financial Corp's SPY Position: Q2 2026 in Review

First Citizens Financial Corp held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 572 shares worth $427K. The position accounts for 0.18% of the portfolio, ranked #99.

First Citizens Financial Corp first reported a position in SPY in Q4 2019 and has held it in 13 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

First Citizens Financial Corp held 572 shares of State Street SPDR S&P 500 ETF Trust worth $427K as of Q2 2026.
First Citizens Financial Corp 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 0.18% of First Citizens Financial Corp's portfolio in Q2 2026, its #99 holding.
First Citizens Financial Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 13 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.