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

Pacific Sun Financial’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 Q1	$207K	Sell	317 -15	-5%	-$10.2K	0.1%	195
2025 Q4	$227K	Sell	332 -554	-63%	-$374K	0.11%	182
2025 Q3	$591K	Hold	886	–	–	0.29%	103
2025 Q2	$548K	Buy	886 +2	+0.2%	+$1.14K	0.29%	105
2025 Q1	$495K	Hold	884	–	–	0.28%	113
2024 Q4	$518K	Buy	884 +167	+23%	+$98.4K	0.28%	109
2024 Q3	$412K	Hold	717	–	–	0.23%	123
2024 Q2	$390K	Hold	717	–	–	0.23%	121
2024 Q1	$375K	Buy	717 +60	+9%	+$29.9K	0.22%	130
2023 Q4	$312K	Buy	657 +5	+0.8%	+$2.23K	0.2%	133
2023 Q3	$279K	Sell	652 -46	-7%	-$20.5K	0.19%	135
2023 Q2	$286K	Buy	+698	New	+$293K	0.19%	138
2022 Q4	$267K	Sell	698 -60	-8%	-$23.1K	0.19%	145
2022 Q3	$271K	Buy	+758	New	+$301K	0.19%	141
2018 Q1	–	Sell	-1,670	Closed	-$446K	–	188
2017 Q4	$446K	Buy	+1,670	New	+$434K	0.24%	81

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's SPY Position: Q1 2026 in Review

Pacific Sun Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q1 2026, selling an estimated $10.2K and leaving 317 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #195.

Pacific Sun Financial first reported a position in SPY in Q4 2017 and has held it in 15 quarters since. The position peaked at $591K in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Pacific Sun Financial held 317 shares of State Street SPDR S&P 500 ETF Trust worth $207K as of Q1 2026.
Pacific Sun Financial sold 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Pacific Sun Financial's portfolio in Q1 2026, its #195 holding.
Pacific Sun Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 15 quarters since.
Pacific Sun Financial's State Street SPDR S&P 500 ETF Trust position peaked at $591K in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.