First National Bank of Mount Dora’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

First National Bank of Mount Dora’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	$24.3M	Buy	32,482 +3,921	+14%	+$2.84M	4.86%	1
2026 Q1	$18.6M	Sell	28,561 -6,201	-18%	-$4.22M	4.01%	1
2025 Q4	$23.7M	Buy	34,762 +6,999	+25%	+$4.73M	5.18%	1
2025 Q3	$18.5M	Sell	27,763 -2,754	-9%	-$1.77M	4.09%	2
2025 Q2	$18.9M	Buy	30,517 +7,081	+30%	+$4.05M	4.25%	2
2025 Q1	$13.1M	Sell	23,436 -8,677	-27%	-$5.1M	3.2%	3
2024 Q4	$18.8M	Sell	32,113 -3,275	-9%	-$1.93M	4.4%	1
2024 Q3	$20.3M	Buy	35,388 +4,896	+16%	+$2.71M	4.61%	1
2024 Q2	$16.6M	Sell	30,492 -2,300	-7%	-$1.2M	4%	2
2024 Q1	$17.2M	Sell	32,792 -1,546	-5%	-$770K	4.18%	2
2023 Q4	$16.3M	Buy	34,338 +4,691	+16%	+$2.09M	4.35%	1
2023 Q3	$12.7M	Buy	29,647 +1,408	+5%	+$626K	3.75%	1
2023 Q2	$12.5M	Buy	28,239 +579	+2%	+$243K	3.56%	3
2023 Q1	$11.3M	Sell	27,660 -5,558	-17%	-$2.22M	3.43%	2
2022 Q4	$12.7M	Buy	33,218 +3,961	+14%	+$1.52M	4.19%	1
2022 Q3	$10.4M	Sell	29,257 -2,004	-6%	-$796K	3.7%	2
2022 Q2	$11.8M	Buy	31,261 +1,434	+5%	+$587K	4.05%	2
2022 Q1	$13.5M	Sell	29,827 -4,986	-14%	-$2.22M	4.06%	2
2021 Q4	$16.5M	Buy	34,813 +8,596	+33%	+$3.95M	4.88%	1
2021 Q3	$11.3M	Buy	26,217 +3,576	+16%	+$1.58M	3.7%	2
2021 Q2	$9.69M	Sell	22,641 -223	-1%	-$93.1K	3.19%	2
2021 Q1	$9.06M	Sell	22,864 -2,479	-10%	-$956K	3.16%	2
2020 Q4	$9.48M	Buy	25,343 +708	+3%	+$251K	3.43%	3
2020 Q3	$8.25M	Buy	24,635 +2,933	+14%	+$972K	3.42%	3
2020 Q2	$6.69M	Buy	21,702 +27	+0.1%	+$7.9K	3.04%	4
2020 Q1	$5.59M	Sell	21,675 -2,675	-11%	-$816K	2.95%	5
2019 Q4	$7.84M	Buy	24,350 +1,855	+8%	+$571K	3.3%	1
2019 Q3	$6.68M	Sell	22,495 -4,058	-15%	-$1.2M	3.05%	4
2019 Q2	$7.78M	Buy	26,553 +545	+2%	+$157K	3.58%	1
2019 Q1	$7.35M	Buy	26,008 +2,523	+11%	+$685K	3.23%	1
2018 Q4	$5.87M	Buy	23,485 +148	+0.6%	+$39.9K	2.93%	3
2018 Q3	$6.78M	Sell	23,337 -1,129	-5%	-$321K	2.91%	5
2018 Q2	$6.64M	Sell	24,466 -344	-1%	-$92.9K	2.97%	5
2018 Q1	$6.53M	Sell	24,810 -3,521	-12%	-$961K	3%	6
2017 Q4	$7.56M	Buy	28,331 +1,332	+5%	+$346K	3.33%	1
2017 Q3	$6.78M	Sell	26,999 -393	-1%	-$96.9K	3.34%	3
2017 Q2	$6.62M	Sell	27,392 -4,926	-15%	-$1.18M	3.44%	2
2017 Q1	$7.62M	Buy	32,318 +2,140	+7%	+$497K	4.1%	1
2016 Q4	$6.75M	Buy	30,178 +391	+1%	+$85.4K	3.99%	1
2016 Q3	$6.44M	Sell	29,787 -175	-0.6%	-$37.8K	3.62%	2
2016 Q2	$6.28M	Buy	29,962 +145	+0.5%	+$30.1K	3.6%	2
2016 Q1	$6.13M	Sell	29,817 -4,693	-14%	-$916K	3.61%	2
2015 Q4	$7.04M	Sell	34,510 -1,927	-5%	-$396K	4.14%	2
2015 Q3	$6.98M	Buy	36,437 +2,321	+7%	+$471K	4.27%	2
2015 Q2	$7.02M	Sell	34,116 -1,566	-4%	-$329K	3.92%	2
2015 Q1	$7.37M	Buy	35,682 +1,960	+6%	+$404K	3.98%	2
2014 Q4	$6.93M	Sell	33,722 -107	-0.3%	-$21.5K	3.87%	2
2014 Q3	$6.67M	Sell	33,829 -417	-1%	-$82.4K	3.9%	2
2014 Q2	$6.7M	Sell	34,246 -160	-0.5%	-$30.4K	3.9%	2
2014 Q1	$6.43M	Sell	34,406 -13,991	-29%	-$2.57M	3.92%	2
2013 Q4	$8.94M	Buy	48,397 +725	+2%	+$128K	5.82%	1
2013 Q3	$8.01M	Sell	47,672 -1,365	-3%	-$229K	5.85%	1
2013 Q2	$7.87M	Buy	+49,037	New	+$7.9M	5.84%	2

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First National Bank of Mount Dora's SPY Position: Q2 2026 in Review

First National Bank of Mount Dora increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, buying an estimated $2.84M and bringing the position to 32,482 shares worth $24.3M. The position accounts for 4.86% of the portfolio, ranked #1.

First National Bank of Mount Dora first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,280 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

First National Bank of Mount Dora held 32,482 shares of State Street SPDR S&P 500 ETF Trust worth $24.3M as of Q2 2026.
First National Bank of Mount Dora bought 3,921 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.84M.
State Street SPDR S&P 500 ETF Trust made up 4.86% of First National Bank of Mount Dora's portfolio in Q2 2026, its #1 holding.
First National Bank of Mount Dora first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
2,280 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.