BOLTON SECURITIES CORPORATION’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$12.3M	Buy	+21,911	New	+$12.9M	0.72%	19

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPY Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025: 21,911 shares worth $12.3M. The stake represents 0.72% of the portfolio and ranks #19 among its holdings.

4,191 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

BOLTON SECURITIES CORPORATION held 21,911 shares of State Street SPDR S&P 500 ETF Trust worth $12.3M as of Q1 2025.
State Street SPDR S&P 500 ETF Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
State Street SPDR S&P 500 ETF Trust made up 0.72% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #19 holding.
4,191 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.