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

First National Advisers’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	$562K	Hold	753	–	–	0.08%	160
2026 Q1	$490K	Hold	753	–	–	0.07%	166
2025 Q4	$513K	Sell	753 -524	-41%	-$354K	0.07%	165
2025 Q3	$851K	Sell	1,277 -6	-0.5%	-$3.85K	0.12%	138
2025 Q2	$793K	Hold	1,283	–	–	0.12%	143
2025 Q1	$718K	Buy	1,283 +740	+136%	+$435K	0.11%	146
2024 Q4	$318K	Sell	543 -84	-13%	-$49.5K	0.05%	158
2024 Q3	$360K	Sell	627 -20	-3%	-$11.1K	0.06%	180
2024 Q2	$352K	Buy	+647	New	+$339K	0.06%	172

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First National Advisers's SPY Position: Q2 2026 in Review

First National Advisers held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 753 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #160.

First National Advisers first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $851K in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

First National Advisers held 753 shares of State Street SPDR S&P 500 ETF Trust worth $562K as of Q2 2026.
First National Advisers 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 0.08% of First National Advisers's portfolio in Q2 2026, its #160 holding.
First National Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
First National Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $851K in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.