B.O.S.S. Retirement Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

B.O.S.S. Retirement Advisors’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	$687K	Sell	920 -172	-16%	-$125K	0.19%	74
2026 Q1	$710K	Sell	1,092 -47	-4%	-$32K	0.22%	76
2025 Q4	$776K	Sell	1,139 -53	-4%	-$35.8K	0.24%	75
2025 Q3	$794K	Sell	1,192 -539	-31%	-$346K	0.19%	96
2025 Q2	$1.07M	Sell	1,731 -528	-23%	-$302K	0.27%	75
2025 Q1	$1.26M	Sell	2,259 -202	-8%	-$119K	0.37%	60
2024 Q4	$1.44M	Buy	+2,461	New	+$1.45M	0.4%	57
2024 Q1	–	Sell	-674	Closed	-$321K	–	217
2023 Q4	$321K	Buy	674 +55	+9%	+$24.5K	0.06%	206
2023 Q3	$264K	Sell	619 -49	-7%	-$21.8K	0.06%	211
2023 Q2	$296K	Buy	+668	New	+$280K	0.06%	202

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

B.O.S.S. Retirement Advisors's SPY Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, selling an estimated $125K and leaving 920 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #74.

B.O.S.S. Retirement Advisors first reported a position in SPY in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

B.O.S.S. Retirement Advisors held 920 shares of State Street SPDR S&P 500 ETF Trust worth $687K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 172 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $125K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #74 holding.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 10 quarters since.
B.O.S.S. Retirement Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.44M in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.