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

First Pacific Financial’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	$145K	Buy	194 +54	+39%	+$39.1K	0.02%	191
2026 Q1	$90.9K	Buy	140 +1	+0.7%	+$680	0.01%	203
2025 Q4	$95K	Hold	139	–	–	0.01%	201
2025 Q3	$92.6K	Hold	139	–	–	0.01%	203
2025 Q2	$85.9K	Buy	139 +116	+504%	+$66.3K	0.01%	208
2025 Q1	$12.9K	Buy	+23	New	+$13.5K	﹤0.01%	287
2024 Q4	–	Sell	-530	Closed	-$304K	–	436
2024 Q3	$304K	Sell	530 -92	-15%	-$50.9K	0.07%	118
2024 Q2	$339K	Buy	622 +2	+0.3%	+$1.05K	0.09%	107
2024 Q1	$325K	Buy	+620	New	+$309K	0.09%	109

Other funds holding SPY

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

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

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

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

First Pacific Financial's SPY Position: Q2 2026 in Review

First Pacific Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 39% in Q2 2026, buying an estimated $39.1K and bringing the position to 194 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #191.

First Pacific Financial first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $339K in Q2 2024. 1,960 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

First Pacific Financial held 194 shares of State Street SPDR S&P 500 ETF Trust worth $145K as of Q2 2026.
First Pacific Financial bought 54 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.1K.
State Street SPDR S&P 500 ETF Trust made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #191 holding.
First Pacific Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
First Pacific Financial's State Street SPDR S&P 500 ETF Trust position peaked at $339K in Q2 2024.
1,960 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.