Pachira Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Pachira Investments’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	$425K	Buy	569 +60	+12%	+$43.5K	0.16%	53
2026 Q1	$331K	Sell	509 -4	-0.8%	-$2.72K	0.15%	61
2025 Q4	$350K	Buy	513 +55	+12%	+$37.2K	0.17%	57
2025 Q3	$305K	Buy	458 +15	+3%	+$9.62K	0.17%	55
2025 Q2	$274K	Buy	443 +1	+0.2%	+$572	0.21%	48
2025 Q1	$246K	Hold	442	–	–	0.17%	50
2024 Q4	$260K	Hold	442	–	–	0.16%	51
2024 Q3	$254K	Buy	442 +25	+6%	+$13.8K	0.2%	44
2024 Q2	$227K	Buy	417 +1	+0.2%	+$523	0.2%	41
2024 Q1	$218K	Sell	416 -610	-59%	-$304K	0.18%	44
2023 Q4	$488K	Buy	+1,026	New	+$457K	0.43%	29
2022 Q3	–	Sell	-537	Closed	-$202K	–	25
2022 Q2	$202K	Sell	537 -10	-2%	-$4.1K	0.31%	22
2022 Q1	$247K	Hold	547	–	–	0.19%	23
2021 Q4	$260K	Sell	547 -14	-2%	-$6.43K	0.17%	27
2021 Q3	$241K	Hold	561	–	–	0.17%	28
2021 Q2	$240K	Buy	+561	New	+$234K	0.17%	24
2017 Q1	–	Sell	-1,428	Closed	-$319K	–	11
2016 Q4	$319K	Buy	+1,428	New	+$312K	0.3%	8

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

Pachira Investments's SPY Position: Q2 2026 in Review

Pachira Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $43.5K and bringing the position to 569 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #53.

Pachira Investments first reported a position in SPY in Q4 2016 and has held it in 17 quarters since. The position peaked at $488K in Q4 2023. 2,280 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pachira Investments held 569 shares of State Street SPDR S&P 500 ETF Trust worth $425K as of Q2 2026.
Pachira Investments bought 60 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $43.5K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Pachira Investments's portfolio in Q2 2026, its #53 holding.
Pachira Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 17 quarters since.
Pachira Investments's State Street SPDR S&P 500 ETF Trust position peaked at $488K in Q4 2023.
2,280 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.