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

Boston Standard Wealth 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 Q2	$670K	Buy	898 +71	+9%	+$51.5K	0.1%	34
2026 Q1	$542K	Buy	827 +2	+0.2%	+$1.36K	0.09%	35
2025 Q4	$563K	Buy	825 +13	+2%	+$8.79K	0.09%	33
2025 Q3	$541K	Buy	812 +2	+0.2%	+$1.28K	0.09%	33
2025 Q2	$500K	Buy	810 +106	+15%	+$60.6K	0.09%	32
2025 Q1	$383K	Sell	704 -101	-13%	-$59.4K	0.08%	34
2024 Q4	$472K	Buy	805 +99	+14%	+$58.3K	0.09%	33
2024 Q3	$405K	Buy	706 +2	+0.3%	+$1.11K	0.08%	33
2024 Q2	$383K	Buy	704 +2	+0.3%	+$1.05K	0.08%	34
2024 Q1	$367K	Buy	702 +65	+10%	+$32.4K	0.08%	35
2023 Q4	$272K	Hold	637	–	–	0.07%	39
2023 Q3	$272K	Buy	+637	New	+$283K	0.07%	39

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Boston Standard Wealth Management's SPY Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.6% in Q2 2026, buying an estimated $51.5K and bringing the position to 898 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #34.

Boston Standard Wealth Management first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Boston Standard Wealth Management held 898 shares of State Street SPDR S&P 500 ETF Trust worth $670K as of Q2 2026.
Boston Standard Wealth Management bought 71 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $51.5K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Boston Standard Wealth Management's portfolio in Q2 2026, its #34 holding.
Boston Standard Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.