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: Q2 2026 in Review
Occidental Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.8% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,256 shares worth $2.43M. The position accounts for 0.24% of the portfolio, ranked #90.
Occidental Asset Management first reported a position in SPY in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.8M in Q1 2022. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Occidental Asset Management held 3,256 shares of State Street SPDR S&P 500 ETF Trust worth $2.43M as of Q2 2026.
- Occidental Asset Management bought 26 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.9K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Occidental Asset Management's portfolio in Q2 2026, its #90 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 50 quarters since.
- Occidental Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.8M in Q1 2022.
- 4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.