PCA Investment Advisory Services’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
2025
Q1
Sell
-536
Closed -$314K 127
2024
Q4
$314K Buy
536
+1
+0.2% +$589 0.15% 95
2024
Q3
$307K Buy
535
+126
+31% +$69.7K 0.14% 96
2024
Q2
$223K Buy
409
+1
+0.2% +$523 0.12% 125
2024
Q1
$214K Buy
+408
New +$203K 0.12% 128
2023
Q4
Sell
-477
Closed -$204K 123
2023
Q3
$204K Buy
477
+1
+0.2% +$445 0.15% 105
2023
Q2
$211K Sell
476
-100
-17% -$42K 0.13% 109
2023
Q1
$236K Buy
+576
New +$230K 0.17% 97

Other funds holding SPY

PCA Investment Advisory Services's SPY Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 536 shares — an estimated $314K sold.

PCA Investment Advisory Services first reported a position in SPY in Q1 2023 and held it in 7 quarters. The position peaked at $314K in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 536 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $314K.
  • PCA Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and held it in 7 quarters.
  • PCA Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $314K in Q4 2024.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.