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

Wilson & Boucher Capital 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 Q2	$1.07M	Sell	1,436 -10	-0.7%	-$7.25K	0.63%	41
2026 Q1	$940K	Sell	1,446 -9	-0.6%	-$6.12K	0.62%	43
2025 Q4	$993K	Hold	1,455	–	–	0.65%	43
2025 Q3	$969K	Sell	1,455 -10	-0.7%	-$6.41K	0.64%	43
2025 Q2	$905K	Buy	1,465 +22	+2%	+$12.6K	0.63%	44
2025 Q1	$807K	Sell	1,443 -115	-7%	-$67.6K	0.6%	50
2024 Q4	$913K	Sell	1,558 -262	-14%	-$154K	0.65%	46
2024 Q3	$1.04M	Sell	1,820 -49	-3%	-$27.1K	0.72%	41
2024 Q2	$1.02M	Hold	1,869	–	–	0.78%	39
2024 Q1	$978K	Buy	1,869 +37	+2%	+$18.4K	0.77%	37
2023 Q4	$871K	Hold	1,832	–	–	0.73%	41
2023 Q3	$783K	Sell	1,832 -4	-0.2%	-$1.78K	0.74%	42
2023 Q2	$814K	Sell	1,836 -5	-0.3%	-$2.1K	0.73%	42
2023 Q1	$754K	Sell	1,841 -42	-2%	-$16.8K	0.72%	45
2022 Q4	$720K	Buy	1,883 +301	+19%	+$116K	0.74%	46
2022 Q3	$565K	Buy	1,582 +35	+2%	+$13.9K	0.66%	50
2022 Q2	$584K	Sell	1,547 -80	-5%	-$32.8K	0.64%	49
2022 Q1	$735K	Sell	1,627 -9	-0.6%	-$4.01K	0.67%	50
2021 Q4	$777K	Buy	+1,636	New	+$751K	0.7%	48

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

Wilson & Boucher Capital Management's SPY Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q2 2026, selling an estimated $7.25K and leaving 1,436 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #41.

Wilson & Boucher Capital Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wilson & Boucher Capital Management held 1,436 shares of State Street SPDR S&P 500 ETF Trust worth $1.07M as of Q2 2026.
Wilson & Boucher Capital Management sold 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
State Street SPDR S&P 500 ETF Trust made up 0.63% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #41 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.