Boyer Financial Services
SPY icon

Boyer Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Boyer Financial Services’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 		$267K Hold
350
– – 0.21% 50
2026
Q2 		$261K Hold
350
– – 0.22% 46
2026
Q1 		$228K Sell
350
-4
-1% -$2.72K 0.24% 37
2025
Q4 		$242K Buy
+354
New +$239K 0.26% 38

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boyer Financial Services's SPY Position: Q3 2026 in Review

Boyer Financial Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 350 shares worth $267K. The position accounts for 0.21% of the portfolio, ranked #50.

Boyer Financial Services first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Boyer Financial Services held 350 shares of State Street SPDR S&P 500 ETF Trust worth $267K as of Q3 2026.
  • Boyer Financial Services 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 0.21% of Boyer Financial Services's portfolio in Q3 2026, its #50 holding.
  • Boyer Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.