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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.09M Buy
7,823
+3,174
+68% +$2.16M 4.15% 5
2025
Q4
$3.17M Buy
+4,649
New +$3.14M 2.97% 6
2019
Q2
$674K Buy
+2,299
New +$662K 0.72% 28

Other funds holding SPY

Osbon Capital Management's SPY Position: Q1 2026 in Review

Osbon Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 68% in Q1 2026, buying an estimated $2.16M and bringing the position to 7,823 shares worth $5.09M. The position accounts for 4.15% of the portfolio, ranked #5.

Osbon Capital Management first reported a position in SPY in Q2 2019 and has held it in 3 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Osbon Capital Management held 7,823 shares of State Street SPDR S&P 500 ETF Trust worth $5.09M as of Q1 2026.
  • Osbon Capital Management bought 3,174 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.16M.
  • State Street SPDR S&P 500 ETF Trust made up 4.15% of Osbon Capital Management's portfolio in Q1 2026, its #5 holding.
  • Osbon Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 3 quarters since.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.