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

Wilson & Boucher Capital Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452K	Hold	5,900	–	–	0.3%	76
2025 Q4	$473K	Hold	5,900	–	–	0.31%	75
2025 Q3	$462K	Hold	5,900	–	–	0.3%	76
2025 Q2	$429K	Hold	5,900	–	–	0.3%	79
2025 Q1	$388K	Hold	5,900	–	–	0.29%	83
2024 Q4	$407K	Hold	5,900	–	–	0.29%	83
2024 Q3	$398K	Hold	5,900	–	–	0.27%	84
2024 Q2	$378K	Hold	5,900	–	–	0.29%	81
2024 Q1	$363K	Hold	5,900	–	–	0.29%	85
2023 Q4	$330K	Buy	5,900 +900	+18%	+$47.2K	0.28%	85
2023 Q3	$251K	Buy	+5,000	New	+$262K	0.24%	88

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wilson & Boucher Capital Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 5,900 shares worth $452K. The position accounts for 0.3% of the portfolio, ranked #76.

Wilson & Boucher Capital Management first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $473K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wilson & Boucher Capital Management held 5,900 shares of State Street SPDR Portfolio S&P 500 ETF worth $452K as of Q1 2026.
Wilson & Boucher Capital Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.3% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #76 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Wilson & Boucher Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $473K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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