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

Pacifica 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	$534K	Buy	699 +54	+8%	+$41K	0.16%	74
2026 Q2	$480K	Hold	645	–	–	0.14%	80
2026 Q1	$419K	Sell	645 -4	-0.6%	-$2.72K	0.14%	81
2025 Q4	$443K	Sell	649 -38	-6%	-$25.7K	0.2%	70
2025 Q3	$459K	Sell	687 -133	-16%	-$85.3K	0.16%	82
2025 Q2	$504K	Buy	820 +118	+17%	+$67.5K	0.2%	70
2025 Q1	$377K	Buy	702 +471	+204%	+$277K	0.17%	76
2024 Q4	$135K	Hold	231	–	–	0.06%	129
2024 Q3	$133K	Sell	231 -20	-8%	-$11.1K	0.05%	133
2024 Q2	$138K	Buy	251 +50	+25%	+$26.2K	0.06%	128
2024 Q1	$104K	Sell	201 -18	-8%	-$8.96K	0.05%	152
2023 Q4	$100K	Hold	219	–	–	0.05%	152
2023 Q3	$93K	Sell	219 -13	-6%	-$5.78K	0.05%	139
2023 Q2	$103K	Sell	232 -7	-3%	-$2.94K	0.06%	123
2023 Q1	$97.4K	Buy	239 +91	+61%	+$36.3K	0.06%	128
2022 Q4	$56.5K	Hold	148	–	–	0.04%	152
2022 Q3	$56K	Hold	148	–	–	0.04%	159
2022 Q2	$57K	Buy	148 +142	+2,367%	+$58.2K	0.04%	166
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	417
2021 Q4	$3K	Hold	6	–	–	﹤0.01%	414
2021 Q3	$3K	Sell	6 -26	-81%	-$11.5K	﹤0.01%	416
2021 Q2	$14K	Sell	32 -30	-48%	-$12.5K	0.01%	248
2021 Q1	$25K	Sell	62 -50	-45%	-$19.3K	0.02%	181
2020 Q4	$41K	Sell	112 -43	-28%	-$15.3K	0.04%	142
2020 Q3	$52K	Buy	155 +99	+177%	+$32.8K	0.06%	113
2020 Q2	$17K	Sell	56 -137	-71%	-$40.1K	0.02%	188
2020 Q1	$51K	Sell	193 -20	-9%	-$6.1K	0.06%	118
2019 Q4	$69K	Buy	+213	New	+$65.6K	0.07%	121

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Pacifica Partners's SPY Position: Q3 2026 in Review

Pacifica Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.4% in Q3 2026, buying an estimated $41K and bringing the position to 699 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #74.

Pacifica Partners first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Pacifica Partners held 699 shares of State Street SPDR S&P 500 ETF Trust worth $534K as of Q3 2026.
Pacifica Partners bought 54 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $41K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Pacifica Partners's portfolio in Q3 2026, its #74 holding.
Pacifica Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.