Western Pacific Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Western Pacific Wealth Management’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	$509K	Buy	783 +1	+0.1%	+$680	0.52%	25
2025 Q4	$534K	Hold	782	–	–	0.52%	27
2025 Q3	$521K	Hold	782	–	–	0.51%	24
2025 Q2	$483K	Buy	782 +1	+0.1%	+$572	0.46%	28
2025 Q1	$437K	Buy	781 +66	+9%	+$38.8K	0.4%	29
2024 Q4	$419K	Buy	715 +1	+0.1%	+$589	0.34%	31
2024 Q3	$410K	Hold	714	–	–	0.27%	28
2024 Q2	$388K	Buy	714 +1	+0.1%	+$523	0.29%	25
2024 Q1	$373K	Sell	713 -287	-29%	-$143K	0.27%	27
2023 Q4	$475K	Sell	1,000 -222	-18%	-$98.9K	0.35%	21
2023 Q3	$522K	Sell	1,222 -377	-24%	-$168K	0.43%	19
2023 Q2	$709K	Sell	1,599 -250	-14%	-$105K	0.54%	15
2023 Q1	$757K	Buy	1,849 +1,262	+215%	+$504K	0.58%	14
2022 Q4	$224K	Buy	587 +251	+75%	+$96.5K	0.19%	31
2022 Q3	$120K	Sell	336 -708	-68%	-$281K	0.12%	44
2022 Q2	$393K	Sell	1,044 -231	-18%	-$94.6K	0.38%	16
2022 Q1	$575K	Hold	1,275	–	–	0.42%	19
2021 Q4	$605K	Buy	+1,275	New	+$585K	0.39%	21

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

Western Pacific Wealth Management's SPY Position: Q1 2026 in Review

Western Pacific Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, buying an estimated $680 and bringing the position to 783 shares worth $509K. The position accounts for 0.52% of the portfolio, ranked #25.

Western Pacific Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $757K in Q1 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Western Pacific Wealth Management held 783 shares of State Street SPDR S&P 500 ETF Trust worth $509K as of Q1 2026.
Western Pacific Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.52% of Western Pacific Wealth Management's portfolio in Q1 2026, its #25 holding.
Western Pacific Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $757K in Q1 2023.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.