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

BostonPremier Wealth’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	$715K	Buy	958 +2	+0.2%	+$1.45K	0.3%	26
2026 Q1	$622K	Buy	956 +8	+0.8%	+$5.44K	0.32%	28
2025 Q4	$647K	Sell	948 -1	-0.1%	-$676	0.33%	25
2025 Q3	$632K	Buy	949 +17	+2%	+$10.9K	0.31%	26
2025 Q2	$576K	Buy	932 +28	+3%	+$16K	0.32%	26
2025 Q1	$506K	Sell	904 -241	-21%	-$142K	0.31%	27
2024 Q4	$671K	Buy	+1,145	New	+$675K	0.41%	23

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BostonPremier Wealth's SPY Position: Q2 2026 in Review

BostonPremier Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q2 2026, buying an estimated $1.45K and bringing the position to 958 shares worth $715K. The position accounts for 0.3% of the portfolio, ranked #26.

BostonPremier Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BostonPremier Wealth held 958 shares of State Street SPDR S&P 500 ETF Trust worth $715K as of Q2 2026.
BostonPremier Wealth bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of BostonPremier Wealth's portfolio in Q2 2026, its #26 holding.
BostonPremier Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.