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

Mechanics 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 Q1	$303K	Sell	466 -55	-11%	-$37.4K	0.13%	100
2025 Q4	$355K	Hold	521	–	–	0.13%	88
2025 Q3	$347K	Hold	521	–	–	0.13%	87
2025 Q2	$322K	Hold	521	–	–	0.14%	90
2025 Q1	$291K	Hold	521	–	–	0.13%	93
2024 Q4	$305K	Hold	521	–	–	0.14%	87
2024 Q3	$299K	Hold	521	–	–	0.13%	92
2024 Q2	$284K	Sell	521 -18	-3%	-$9.42K	0.15%	96
2024 Q1	$282K	Hold	539	–	–	0.15%	98
2023 Q4	$256K	Sell	539 -20	-4%	-$8.91K	0.14%	98
2023 Q3	$239K	Sell	559 -7	-1%	-$3.11K	0.13%	95
2023 Q2	$251K	Sell	566 -20	-3%	-$8.39K	0.14%	97
2023 Q1	$240K	Sell	586 -251	-30%	-$100K	0.14%	102
2022 Q4	$320K	Sell	837 -25	-3%	-$9.61K	0.19%	89
2022 Q3	$308K	Sell	862 -75	-8%	-$29.8K	0.2%	87
2022 Q2	$353K	Sell	937 -58	-6%	-$23.8K	0.21%	79
2022 Q1	$449K	Sell	995 -47	-5%	-$20.9K	0.23%	74
2021 Q4	$495K	Buy	+1,042	New	+$478K	0.23%	67

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mechanics Financial Corp's SPY Position: Q1 2026 in Review

Mechanics Financial Corp reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, selling an estimated $37.4K and leaving 466 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #100.

Mechanics Financial Corp first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $495K in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mechanics Financial Corp held 466 shares of State Street SPDR S&P 500 ETF Trust worth $303K as of Q1 2026.
Mechanics Financial Corp sold 55 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $37.4K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Mechanics Financial Corp's portfolio in Q1 2026, its #100 holding.
Mechanics Financial Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's State Street SPDR S&P 500 ETF Trust position peaked at $495K in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.