Burton Enright Welch’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Burton Enright Welch’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	$1.87M	Buy	2,498 +539	+28%	+$391K	0.22%	49
2026 Q1	$1.27M	Sell	1,959 -104	-5%	-$70.7K	0.17%	55
2025 Q4	$1.41M	Buy	2,063 +270	+15%	+$182K	0.2%	52
2025 Q3	$1.19M	Hold	1,793	–	–	0.18%	56
2025 Q2	$1.11M	Sell	1,793 -109	-6%	-$62.3K	0.19%	52
2025 Q1	$1.06M	Sell	1,902 -29	-2%	-$17K	0.22%	44
2024 Q4	$1.13M	Buy	1,931 +20	+1%	+$11.8K	0.24%	41
2024 Q3	$1.1M	Buy	1,911 +81	+4%	+$44.8K	0.24%	39
2024 Q2	$996K	Hold	1,830	–	–	0.23%	40
2024 Q1	$957K	Sell	1,830 -3	-0.2%	-$1.49K	0.23%	42
2023 Q4	$871K	Sell	1,833 -349	-16%	-$155K	0.23%	40
2023 Q3	$933K	Buy	2,182 +8	+0.4%	+$3.56K	0.29%	33
2023 Q2	$964K	Buy	2,174 +298	+16%	+$125K	0.3%	31
2023 Q1	$768K	Hold	1,876	–	–	0.29%	31
2022 Q4	$717K	Buy	1,876 +4	+0.2%	+$1.54K	0.3%	31
2022 Q3	$669K	Buy	1,872 +457	+32%	+$181K	0.33%	30
2022 Q2	$534K	Buy	1,415 +3	+0.2%	+$1.23K	0.32%	36
2022 Q1	$638K	Buy	1,412 +20	+1%	+$8.9K	0.35%	34
2021 Q4	$661K	Buy	+1,392	New	+$639K	0.44%	30

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

Burton Enright Welch's SPY Position: Q2 2026 in Review

Burton Enright Welch increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 28% in Q2 2026, buying an estimated $391K and bringing the position to 2,498 shares worth $1.87M. The position accounts for 0.22% of the portfolio, ranked #49.

Burton Enright Welch first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,638 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Burton Enright Welch held 2,498 shares of State Street SPDR S&P 500 ETF Trust worth $1.87M as of Q2 2026.
Burton Enright Welch bought 539 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $391K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Burton Enright Welch's portfolio in Q2 2026, its #49 holding.
Burton Enright Welch first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,638 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.