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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilson & Boucher Capital Management's SPY Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q1 2026, selling an estimated $6.12K and leaving 1,446 shares worth $940K. The position accounts for 0.62% of the portfolio, ranked #43.

Wilson & Boucher Capital Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q3 2024. 4,562 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Wilson & Boucher Capital Management held 1,446 shares of State Street SPDR S&P 500 ETF Trust worth $940K as of Q1 2026.
  • Wilson & Boucher Capital Management sold 9 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.12K.
  • State Street SPDR S&P 500 ETF Trust made up 0.62% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #43 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 18 quarters since.
  • Wilson & Boucher Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.04M in Q3 2024.
  • 4,562 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.