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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
Q1 		– Sell
-3,200
Closed -$104 – 195
2025
Q4 		$104 Buy
3,200
+1,600
+100% +$1.08M ﹤0.01% 173
2025
Q3 		$2.91K Hold
1,600
– – ﹤0.01% 194
2025
Q2 		$1.51K Sell
1,600
-2,400
-60% -$1.37M ﹤0.01% 188
2025
Q1 		$1.56K Buy
4,000
+2,400
+150% +$1.41M ﹤0.01% 172
2024
Q4 		$2.72K Buy
+1,600
New +$943K ﹤0.01% 178

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 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. 2,863 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.
  • 2,863 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.