Boreal Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Boreal Capital Management’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	$2.35M	Buy	+1	New	+$680	1.91%	12
2025 Q4	–	Hold	0	–	–	–	10
2025 Q3	–	Hold	0	–	–	–	5
2025 Q2	–	Hold	0	–	–	–	2

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

Boreal Capital Management's SPY Position: Q1 2026 in Review

Boreal Capital Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 1 share worth $2.35M. The stake represents 1.91% of the portfolio and ranks #12 among its holdings.

4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Boreal Capital Management held 1 share of State Street SPDR S&P 500 ETF Trust worth $2.35M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Boreal Capital Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.91% of Boreal Capital Management's portfolio in Q1 2026, its #12 holding.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.