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 Q3	$752K	Buy	986 +28	+3%	+$21.3K	0.31%	26
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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

BostonPremier Wealth's SPY Position: Q3 2026 in Review

BostonPremier Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q3 2026, buying an estimated $21.3K and bringing the position to 986 shares worth $752K. The position accounts for 0.31% of the portfolio, ranked #26.

BostonPremier Wealth first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

BostonPremier Wealth held 986 shares of State Street SPDR S&P 500 ETF Trust worth $752K as of Q3 2026.
BostonPremier Wealth bought 28 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $21.3K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of BostonPremier Wealth's portfolio in Q3 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 8 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.