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

Boyce & Associates Wealth Consulting’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	$257K	Buy	344 +1	+0.3%	+$725	0.18%	70
2026 Q1	$223K	Buy	343 +1	+0.3%	+$680	0.17%	75
2025 Q4	$233K	Buy	342 +1	+0.3%	+$676	0.2%	66
2025 Q3	$227K	Buy	341 +1	+0.3%	+$641	0.19%	68
2025 Q2	$210K	Buy	+340	New	+$194K	0.19%	69

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

Boyce & Associates Wealth Consulting's SPY Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2026, buying an estimated $725 and bringing the position to 344 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #70.

Boyce & Associates Wealth Consulting first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Boyce & Associates Wealth Consulting held 344 shares of State Street SPDR S&P 500 ETF Trust worth $257K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #70 holding.
Boyce & Associates Wealth Consulting first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.