Occidental Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Occidental Asset Management's SPY Position: Q1 2026 in Review
Occidental Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2026, buying an estimated $343K and bringing the position to 3,230 shares worth $2.1M. The position accounts for 0.25% of the portfolio, ranked #88.
Occidental Asset Management first reported a position in SPY in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.8M in Q1 2022. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Occidental Asset Management held 3,230 shares of State Street SPDR S&P 500 ETF Trust worth $2.1M as of Q1 2026.
- Occidental Asset Management bought 504 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $343K.
- State Street SPDR S&P 500 ETF Trust made up 0.25% of Occidental Asset Management's portfolio in Q1 2026, its #88 holding.
- Occidental Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 49 quarters since.
- Occidental Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.8M in Q1 2022.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.