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

Boomfish Wealth 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	$382K	Sell	588 -2	-0.3%	-$1.36K	0.2%	74
2025 Q4	$402K	Buy	590 +39	+7%	+$26.4K	0.22%	73
2025 Q3	$367K	Sell	551 -58	-10%	-$37.2K	0.2%	75
2025 Q2	$376K	Buy	609 +97	+19%	+$55.4K	0.22%	74
2025 Q1	$286K	Buy	512 +8	+2%	+$4.7K	0.19%	75
2024 Q4	$295K	Hold	504	–	–	0.18%	81
2024 Q3	$289K	Buy	504 +8	+2%	+$4.42K	0.18%	80
2024 Q2	$270K	Hold	496	–	–	0.17%	81
2024 Q1	$259K	Hold	496	–	–	0.17%	82
2023 Q4	$236K	Buy	+496	New	+$221K	0.17%	79

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

Boomfish Wealth Group's SPY Position: Q1 2026 in Review

Boomfish Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q1 2026, selling an estimated $1.36K and leaving 588 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #74.

Boomfish Wealth Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $402K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Boomfish Wealth Group held 588 shares of State Street SPDR S&P 500 ETF Trust worth $382K as of Q1 2026.
Boomfish Wealth Group sold 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Boomfish Wealth Group's portfolio in Q1 2026, its #74 holding.
Boomfish Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $402K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.