Baker Boyer National Bank’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Baker Boyer National Bank’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	$6.17M	Hold	8,259	–	–	1.69%	8
2026 Q1	$5.37M	Hold	8,259	–	–	1.61%	9
2025 Q4	$5.63M	Buy	8,259 +6,986	+549%	+$4.72M	1.7%	9
2025 Q3	$848K	Sell	1,273 -5	-0.4%	-$3.21K	0.28%	31
2025 Q2	$790K	Sell	1,278 -1,149	-47%	-$657K	0.27%	31
2025 Q1	$1.36M	Hold	2,427	–	–	0.5%	17
2024 Q4	$1.42M	Buy	2,427 +129	+6%	+$76K	0.49%	20
2024 Q3	$1.32M	Hold	2,298	–	–	0.44%	23
2024 Q2	$1.25M	Sell	2,298 -5	-0.2%	-$2.62K	0.44%	22
2024 Q1	$1.2M	Hold	2,303	–	–	0.41%	24
2023 Q4	$1.09M	Sell	2,303 -23	-1%	-$10.2K	0.4%	25
2023 Q3	$994K	Hold	2,326	–	–	0.4%	27
2023 Q2	$1.03M	Hold	2,326	–	–	0.38%	25
2023 Q1	$952K	Sell	2,326 -31	-1%	-$12.4K	0.37%	27
2022 Q4	$901K	Hold	2,357	–	–	0.38%	28
2022 Q3	$842K	Hold	2,357	–	–	0.37%	29
2022 Q2	$889K	Hold	2,357	–	–	0.45%	30
2022 Q1	$1.06M	Hold	2,357	–	–	0.51%	28
2021 Q4	$1.12M	Buy	+2,357	New	+$1.08M	0.51%	28
2021 Q2	$889K	Buy	+2,357	New	+$984K	0.45%	30
2018 Q1	$620K	Buy	+2,357	New	+$643K	1.88%	16

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Baker Boyer National Bank's SPY Position: Q2 2026 in Review

Baker Boyer National Bank held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 8,259 shares worth $6.17M. The position accounts for 1.69% of the portfolio, ranked #8.

Baker Boyer National Bank first reported a position in SPY in Q1 2018 and has held it in 21 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Baker Boyer National Bank held 8,259 shares of State Street SPDR S&P 500 ETF Trust worth $6.17M as of Q2 2026.
Baker Boyer National Bank left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 1.69% of Baker Boyer National Bank's portfolio in Q2 2026, its #8 holding.
Baker Boyer National Bank first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 21 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.