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

WESPAC Advisors SoCal’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 Q2	$523K	Buy	+700	New	+$508K	0.09%	93

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WESPAC Advisors SoCal's SPY Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, selling an estimated $1.45K and leaving 916 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #87.

WESPAC Advisors SoCal first reported a position in SPY in Q4 2015 and has held it in 33 quarters since. The position peaked at $2.56M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WESPAC Advisors SoCal held 916 shares of State Street SPDR S&P 500 ETF Trust worth $684K as of Q2 2026.
WESPAC Advisors SoCal sold 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #87 holding.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 33 quarters since.
WESPAC Advisors SoCal's State Street SPDR S&P 500 ETF Trust position peaked at $2.56M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.