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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$305K Sell
409
-185
-31% -$134K 0.14% 103
2026
Q1
$386K Buy
+594
New +$404K 0.2% 98
2025
Q1
Sell
-353
Closed -$212K 124
2024
Q4
$212K Buy
+353
New +$208K 0.13% 110

Other funds holding SPY

Pacific Point Advisors's SPY Position: Q2 2026 in Review

Pacific Point Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q2 2026, selling an estimated $134K and leaving 409 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #103.

Pacific Point Advisors first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Pacific Point Advisors held 409 shares of State Street SPDR S&P 500 ETF Trust worth $305K as of Q2 2026.
  • Pacific Point Advisors sold 185 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $134K.
  • State Street SPDR S&P 500 ETF Trust made up 0.14% of Pacific Point Advisors's portfolio in Q2 2026, its #103 holding.
  • Pacific Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • Pacific Point Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $386K in Q1 2026.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.