Bollard Group’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
2025
Q2
Sell
-6,000
Closed -$6.18M 307
2025
Q1
$6.18M Buy
+6,000
New +$3.53M 0.16% 49

Other funds holding SPY

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.