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 Q3	$456K	Buy	598 +1	+0.2%	+$760	0.2%	78
2026 Q2	$446K	Buy	597 +9	+2%	+$6.52K	0.2%	74
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Boomfish Wealth Group's SPY Position: Q3 2026 in Review

Boomfish Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q3 2026, buying an estimated $760 and bringing the position to 598 shares worth $456K. The position accounts for 0.2% of the portfolio, ranked #78.

Boomfish Wealth Group first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Boomfish Wealth Group held 598 shares of State Street SPDR S&P 500 ETF Trust worth $456K as of Q3 2026.
Boomfish Wealth Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Boomfish Wealth Group's portfolio in Q3 2026, its #78 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 12 quarters since.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.