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 Q3	$263K	Buy	345 +1	+0.3%	+$760	0.16%	71
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

SDAM

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SPY Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q3 2026, buying an estimated $760 and bringing the position to 345 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #71.

Boyce & Associates Wealth Consulting first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Boyce & Associates Wealth Consulting held 345 shares of State Street SPDR S&P 500 ETF Trust worth $263K as of Q3 2026.
Boyce & Associates Wealth Consulting bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #71 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 6 quarters since.
627 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.