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

Boyd Wealth Management’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	$631K	Hold	828	–	–	0.22%	38
2026 Q2	$618K	Hold	828	–	–	0.23%	34
2026 Q1	$538K	Hold	828	–	–	0.23%	33
2025 Q4	$565K	Sell	828 -140	-14%	-$94.6K	0.24%	34
2025 Q3	$645K	Hold	968	–	–	0.28%	29
2025 Q2	$598K	Buy	968 +85	+10%	+$48.6K	0.26%	30
2025 Q1	$494K	Hold	883	–	–	0.25%	32
2024 Q4	$518K	Buy	883 +94	+12%	+$55.4K	0.26%	31
2024 Q3	$453K	Hold	789	–	–	0.23%	33
2024 Q2	$429K	Sell	789 -1,415	-64%	-$741K	0.24%	33
2024 Q1	$1.15M	Buy	2,204 +5	+0.2%	+$2.49K	0.66%	23
2023 Q4	$1.05M	Hold	2,199	–	–	0.65%	23
2023 Q3	$940K	Buy	2,199 +14	+0.6%	+$6.23K	0.63%	24
2023 Q2	$969K	Buy	2,185 +5	+0.2%	+$2.1K	0.59%	24
2023 Q1	$893K	Sell	2,180 -21	-1%	-$8.38K	0.62%	21
2022 Q4	$842K	Buy	2,201 +99	+5%	+$38.1K	0.62%	24
2022 Q3	$751K	Sell	2,102 -91	-4%	-$36.1K	0.6%	19
2022 Q2	$827K	Sell	2,193 -308	-12%	-$126K	0.68%	21
2022 Q1	$1.13M	Buy	2,501 +7	+0.3%	+$3.12K	0.85%	15
2021 Q4	$1.18M	Buy	+2,494	New	+$1.14M	0.86%	17

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

Boyd Wealth Management's SPY Position: Q3 2026 in Review

Boyd Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 828 shares worth $631K. The position accounts for 0.22% of the portfolio, ranked #38.

Boyd Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Boyd Wealth Management held 828 shares of State Street SPDR S&P 500 ETF Trust worth $631K as of Q3 2026.
Boyd Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Boyd Wealth Management's portfolio in Q3 2026, its #38 holding.
Boyd Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
Boyd Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.18M in Q4 2021.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.