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

Boulder Wealth Advisors’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	$512K	Hold	787	–	–	0.2%	22
2025 Q4	$536K	Hold	787	–	–	0.23%	24
2025 Q3	$524K	Buy	+787	New	+$504K	0.24%	19
2025 Q1	$440K	Hold	787	–	–	0.26%	17
2024 Q4	$461K	Hold	787	–	–	0.24%	18
2024 Q3	$451K	Hold	787	–	–	0.25%	18
2024 Q2	$428K	Hold	787	–	–	0.25%	17
2024 Q1	$412K	Buy	+787	New	+$392K	0.25%	17

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

Boulder Wealth Advisors's SPY Position: Q1 2026 in Review

Boulder Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 787 shares worth $512K. The position accounts for 0.2% of the portfolio, ranked #22.

Boulder Wealth Advisors first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. The position peaked at $536K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Boulder Wealth Advisors held 787 shares of State Street SPDR S&P 500 ETF Trust worth $512K as of Q1 2026.
Boulder Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Boulder Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Boulder Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
Boulder Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $536K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.