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

Boston Research & 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	$4.56M	Sell	7,006 -40	-0.6%	-$27.2K	1.08%	43
2025 Q4	$4.8M	Hold	7,046	–	–	1.11%	40
2025 Q3	$4.69M	Sell	7,046 -49	-0.7%	-$31.4K	1.04%	44
2025 Q2	$4.38M	Buy	7,095 +1	+0%	+$572	1.05%	47
2025 Q1	$3.97M	Sell	7,094 -22	-0.3%	-$12.9K	0.99%	49
2024 Q4	$4.17M	Buy	7,116 +2	+0%	+$1.18K	1.02%	46
2024 Q3	$4.08M	Sell	7,114 -15	-0.2%	-$8.29K	0.96%	47
2024 Q2	$3.88M	Buy	7,129 +121	+2%	+$63.3K	0.98%	49
2024 Q1	$3.67M	Sell	7,008 -122	-2%	-$60.7K	0.91%	52
2023 Q4	$3.39M	Sell	7,130 -13	-0.2%	-$5.79K	0.9%	51
2023 Q3	$3.05M	Sell	7,143 -87	-1%	-$38.7K	0.9%	49
2023 Q2	$3.21M	Sell	7,230 -5	-0.1%	-$2.1K	0.91%	48
2023 Q1	$2.96M	Buy	7,235 +87	+1%	+$34.7K	0.88%	48
2022 Q4	$2.73M	Hold	7,148	–	–	0.85%	48
2022 Q3	$2.55M	Hold	7,148	–	–	0.87%	50
2022 Q2	$2.7M	Hold	7,148	–	–	0.87%	50
2022 Q1	$3.23M	Hold	7,148	–	–	0.94%	48
2021 Q4	$3.4M	Sell	7,148 -70	-1%	-$32.1K	0.93%	46
2021 Q3	$3.1M	Buy	7,218 +32	+0.4%	+$14.1K	0.92%	44
2021 Q2	$3.08M	Hold	7,186	–	–	0.93%	45
2021 Q1	$2.85M	Buy	7,186 +34	+0.5%	+$13.1K	0.92%	45
2020 Q4	$2.67M	Hold	7,152	–	–	0.93%	43
2020 Q3	$2.4M	Hold	7,152	–	–	0.94%	40
2020 Q2	$2.21M	Hold	7,152	–	–	0.92%	42
2020 Q1	$1.84M	Hold	7,152	–	–	0.93%	43
2019 Q4	$2.3M	Hold	7,152	–	–	0.86%	45
2019 Q3	$2.12M	Sell	7,152 -70	-1%	-$20.7K	0.84%	47
2019 Q2	$2.12M	Buy	7,222 +51	+0.7%	+$14.7K	0.86%	46
2019 Q1	$2.02M	Hold	7,171	–	–	0.84%	47
2018 Q4	$1.79M	Sell	7,171 -160	-2%	-$43.1K	0.85%	47
2018 Q3	$2.13M	Sell	7,331 -170	-2%	-$48.4K	0.97%	45
2018 Q2	$2.03M	Sell	7,501 -2,290	-23%	-$618K	1%	45
2018 Q1	$2.58M	Hold	9,791	–	–	1.31%	38
2017 Q4	$2.61M	Sell	9,791 -700	-7%	-$182K	1.31%	40
2017 Q3	$2.63M	Hold	10,491	–	–	1.35%	42
2017 Q2	$2.54M	Sell	10,491 -18	-0.2%	-$4.31K	1.37%	41
2017 Q1	$2.48M	Sell	10,509 -25	-0.2%	-$5.81K	1.35%	42
2016 Q4	$2.35M	Hold	10,534	–	–	1.34%	40
2016 Q3	$2.28M	Hold	10,534	–	–	1.32%	42
2016 Q2	$2.21M	Hold	10,534	–	–	1.34%	40
2016 Q1	$2.16M	Sell	10,534 -198	-2%	-$38.6K	1.35%	37
2015 Q4	$2.19M	Buy	10,732 +115	+1%	+$23.6K	1.36%	36
2015 Q3	$2.03M	Sell	10,617 -95	-0.9%	-$19.3K	1.34%	37
2015 Q2	$2.21M	Sell	10,712 -950	-8%	-$200K	1.4%	37
2015 Q1	$2.41M	Sell	11,662 -99	-0.8%	-$20.4K	1.53%	30
2014 Q4	$2.42M	Hold	11,761	–	–	1.51%	29
2014 Q3	$2.32M	Hold	11,761	–	–	1.56%	28
2014 Q2	$2.3M	Sell	11,761 -1,605	-12%	-$305K	1.59%	27
2014 Q1	$2.5M	Hold	13,366	–	–	1.84%	17
2013 Q4	$2.47M	Sell	13,366 -40	-0.3%	-$7.08K	1.9%	15
2013 Q3	$2.25M	Sell	13,406 -355	-3%	-$59.5K	1.9%	15
2013 Q2	$2.21M	Buy	+13,761	New	+$2.22M	1.96%	14

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

Boston Research & Management's SPY Position: Q1 2026 in Review

Boston Research & Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.57% in Q1 2026, selling an estimated $27.2K and leaving 7,006 shares worth $4.56M. The position accounts for 1.08% of the portfolio, ranked #43.

Boston Research & Management first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.8M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Boston Research & Management held 7,006 shares of State Street SPDR S&P 500 ETF Trust worth $4.56M as of Q1 2026.
Boston Research & Management sold 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 1.08% of Boston Research & Management's portfolio in Q1 2026, its #43 holding.
Boston Research & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.8M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.