Bollard Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bollard Group’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	$119M	Sell	1,089,500 -222,790	-17%	-$151M	3.49%	7
2025 Q4	$193M	Sell	1,312,290 -224,610	-15%	-$152M	4.84%	3
2025 Q3	$215M	Buy	1,536,900 +1,521,531	+9,900%	+$975M	5.04%	2
2025 Q2	$158M	Buy	+15,369	New	+$8.79M	3.61%	4

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bollard Group's SPY Position: Q1 2026 in Review

Bollard Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, buying an estimated $63.2K and bringing the position to 893 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #132.

Bollard Group first reported a position in SPY in Q3 2013 and has held it in 51 quarters since. The position peaked at $52.4M in Q1 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bollard Group held 893 shares of State Street SPDR S&P 500 ETF Trust worth $581K as of Q1 2026.
Bollard Group bought 93 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $63.2K.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Bollard Group's portfolio in Q1 2026, its #132 holding.
Bollard Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 51 quarters since.
Bollard Group's State Street SPDR S&P 500 ETF Trust position peaked at $52.4M in Q1 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.