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

Pacific Sage Partners’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 Q3	$714K	Hold	937	–	–	0.09%	67
2026 Q2	$700K	Sell	937 -6	-0.6%	-$4.35K	0.1%	64
2026 Q1	$613K	Buy	943 +8	+0.9%	+$5.44K	0.1%	61
2025 Q4	$637K	Buy	935 +102	+12%	+$68.9K	0.1%	58
2025 Q3	$555K	Hold	833	–	–	0.09%	62
2025 Q2	$515K	Sell	833 -1	-0.1%	-$572	0.1%	61
2025 Q1	$467K	Hold	834	–	–	0.11%	61
2024 Q4	$489K	Hold	834	–	–	0.11%	58
2024 Q3	$479K	Buy	834 +1	+0.1%	+$553	0.11%	55
2024 Q2	$453K	Hold	833	–	–	0.11%	54
2024 Q1	$436K	Buy	833 +171	+26%	+$85.1K	0.11%	58
2023 Q4	$315K	Hold	662	–	–	0.09%	73
2023 Q3	$283K	Hold	662	–	–	0.09%	70
2023 Q2	$293K	Hold	662	–	–	0.09%	68
2023 Q1	$271K	Hold	662	–	–	0.09%	67
2022 Q4	$253K	Buy	+662	New	+$254K	0.08%	69

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Pacific Sage Partners's SPY Position: Q3 2026 in Review

Pacific Sage Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 937 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #67.

Pacific Sage Partners first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Pacific Sage Partners held 937 shares of State Street SPDR S&P 500 ETF Trust worth $714K as of Q3 2026.
Pacific Sage Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Pacific Sage Partners's portfolio in Q3 2026, its #67 holding.
Pacific Sage Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Pacific Sage Partners's 13F filing for Q3 2026, filed 21 Oct 2026.