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

Weybosset Research & 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 Q1	$392K	Buy	603 +115	+24%	+$78.2K	0.11%	28
2025 Q4	$333K	Buy	488 +56	+13%	+$37.9K	0.1%	30
2025 Q3	$288K	Sell	432 -48	-10%	-$30.8K	0.09%	33
2025 Q2	$297K	Hold	480	–	–	0.1%	30
2025 Q1	$269K	Buy	480 +92	+24%	+$54.1K	0.09%	33
2024 Q4	$227K	Hold	388	–	–	0.08%	46
2024 Q3	$223K	Buy	+388	New	+$215K	0.08%	48

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weybosset Research & Management's SPY Position: Q1 2026 in Review

Weybosset Research & Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, buying an estimated $78.2K and bringing the position to 603 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #28.

Weybosset Research & Management first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Weybosset Research & Management held 603 shares of State Street SPDR S&P 500 ETF Trust worth $392K as of Q1 2026.
Weybosset Research & Management bought 115 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.2K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Weybosset Research & Management's portfolio in Q1 2026, its #28 holding.
Weybosset Research & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Weybosset Research & Management's 13F filing for Q1 2026, filed 16 Apr 2026.