BLVD Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BLVD Private Wealth’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 Q3	$2.56M	Sell	3,358 -97	-3%	-$73.7K	1.9%	11
2026 Q2	$2.58M	Sell	3,455 -141	-4%	-$102K	1.92%	12
2026 Q1	$2.34M	Sell	3,596 -76	-2%	-$51.7K	2.03%	12
2025 Q4	$2.5M	Sell	3,672 -33	-0.9%	-$22.3K	2.18%	12
2025 Q3	$2.47M	Sell	3,705 -114	-3%	-$73.1K	2.12%	12
2025 Q2	$2.36M	Buy	+3,819	New	+$2.18M	2.22%	10

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BLVD Private Wealth's SPY Position: Q3 2026 in Review

BLVD Private Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q3 2026, selling an estimated $73.7K and leaving 3,358 shares worth $2.56M. The position accounts for 1.9% of the portfolio, ranked #11.

BLVD Private Wealth first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.58M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

BLVD Private Wealth held 3,358 shares of State Street SPDR S&P 500 ETF Trust worth $2.56M as of Q3 2026.
BLVD Private Wealth sold 97 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $73.7K.
State Street SPDR S&P 500 ETF Trust made up 1.9% of BLVD Private Wealth's portfolio in Q3 2026, its #11 holding.
BLVD Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.58M in Q2 2026.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.