Blue Fin Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.66M Buy
11,778
+58
+0.5% +$39.4K 1.26% 18
2025
Q4
$7.99M Sell
11,720
-27
-0.2% -$18.2K 1.24% 18
2025
Q3
$7.83M Sell
11,747
-676
-5% -$433K 1.23% 16
2025
Q2
$7.68M Sell
12,423
-2,925
-19% -$1.67M 1.31% 15
2025
Q1
$8.59M Buy
15,348
+5,293
+53% +$3.11M 1.67% 16
2024
Q4
$5.89M Sell
10,055
-5
-0% -$2.95K 1.09% 18
2024
Q3
$5.77M Sell
10,060
-31
-0.3% -$17.1K 1.1% 17
2024
Q2
$5.49M Sell
10,091
-21
-0.2% -$11K 1.1% 16
2024
Q1
$5.29M Sell
10,112
-48
-0.5% -$23.9K 1.18% 16
2023
Q4
$4.83M Sell
10,160
-32
-0.3% -$14.3K 1.24% 18
2023
Q3
$4.36M Buy
10,192
+36
+0.4% +$16K 1.27% 17
2023
Q2
$4.5M Buy
10,156
+9
+0.1% +$3.78K 1.29% 17
2023
Q1
$4.11M Sell
10,147
-74
-0.7% -$29.5K 1.33% 18
2022
Q4
$3.91M Sell
10,221
-18
-0.2% -$6.92K 1.43% 17
2022
Q3
$3.66M Sell
10,239
-23
-0.2% -$9.13K 1.38% 16
2022
Q2
$3.87M Sell
10,262
-1,102
-10% -$451K 1.37% 16
2022
Q1
$5.13M Buy
11,364
+768
+7% +$342K 1.49% 16
2021
Q4
$5.03M Sell
10,596
-22
-0.2% -$10.1K 1.39% 17
2021
Q3
$4.56M Sell
10,618
-166
-2% -$73.2K 1.39% 17
2021
Q2
$4.62M Buy
10,784
+1,048
+11% +$437K 1.42% 15
2021
Q1
$3.86M Buy
9,736
+213
+2% +$82.1K 1.32% 18
2020
Q4
$3.56M Sell
9,523
-21
-0.2% -$7.45K 1.27% 18
2020
Q3
$3.2M Sell
9,544
-83
-0.9% -$27.5K 1.29% 18
2020
Q2
$2.97M Sell
9,627
-596
-6% -$174K 1.31% 18
2020
Q1
$2.63M Buy
10,223
+2,953
+41% +$901K 1.45% 16
2019
Q4
$2.34M Buy
7,270
+56
+0.8% +$17.2K 1.1% 22
2019
Q3
$2.14M Sell
7,214
-620
-8% -$183K 1.12% 24
2019
Q2
$2.29M Buy
7,834
+13
+0.2% +$3.74K 1.18% 21
2019
Q1
$2.21M Buy
7,821
+2,267
+41% +$616K 1.16% 20
2018
Q4
$1.39M Buy
5,554
+63
+1% +$17K 0.83% 35
2018
Q3
$1.6M Buy
5,491
+162
+3% +$46.1K 0.79% 34
2018
Q2
$1.45M Buy
5,329
+145
+3% +$39.2K 0.77% 36
2018
Q1
$1.36M Buy
5,184
+10
+0.2% +$2.73K 0.77% 35
2017
Q4
$1.38M Sell
5,174
-180
-3% -$46.8K 0.8% 35
2017
Q3
$1.34M Sell
5,354
-353
-6% -$87K 0.82% 35
2017
Q2
$1.38M Buy
5,707
+428
+8% +$103K 0.89% 35
2017
Q1
$1.25M Buy
5,279
+166
+3% +$38.6K 0.76% 39
2016
Q4
$1.14M Buy
5,113
+1,401
+38% +$306K 0.76% 42
2016
Q3
$803K Sell
3,712
-100
-3% -$21.6K 0.65% 50
2016
Q2
$799K Buy
3,812
+53
+1% +$11K 0.66% 52
2016
Q1
$773K Sell
3,759
-1,373
-27% -$268K 0.66% 51
2015
Q4
$1.05M Buy
5,132
+394
+8% +$80.9K 0.81% 43
2015
Q3
$908K Buy
4,738
+19
+0.4% +$3.85K 0.71% 45
2015
Q2
$971K Buy
4,719
+233
+5% +$49K 0.7% 48
2015
Q1
$926K Buy
4,486
+141
+3% +$29.1K 0.67% 52
2014
Q4
$893K Buy
4,345
+245
+6% +$49.3K 0.67% 51
2014
Q3
$808K Buy
4,100
+4
+0.1% +$791 0.64% 54
2014
Q2
$802K Buy
4,096
+762
+23% +$145K 0.64% 56
2014
Q1
$623K Buy
3,334
+707
+27% +$130K 0.55% 61
2013
Q4
$485K Buy
+2,627
New +$465K 0.43% 69

Other funds holding SPY

Blue Fin Capital's SPY Position: Q1 2026 in Review

Blue Fin Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.49% in Q1 2026, buying an estimated $39.4K and bringing the position to 11,778 shares worth $7.66M. The position accounts for 1.26% of the portfolio, ranked #18.

Blue Fin Capital first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.59M in Q1 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Blue Fin Capital held 11,778 shares of State Street SPDR S&P 500 ETF Trust worth $7.66M as of Q1 2026.
  • Blue Fin Capital bought 58 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $39.4K.
  • State Street SPDR S&P 500 ETF Trust made up 1.26% of Blue Fin Capital's portfolio in Q1 2026, its #18 holding.
  • Blue Fin Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
  • Blue Fin Capital's State Street SPDR S&P 500 ETF Trust position peaked at $8.59M in Q1 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.