SEC 13F Intelligence

Boston Research & Management Inc / SPY

Boston Research & Management Inc’s State Str Spdr S&P 500 Etf T Position

Does Boston Research & Management Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes — 7.0K shares worth $5M (+1.08% of its 13F portfolio) as of Q1 2026, down from 7.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.0K
% of Portfolio
+1.08%
Quarters Held
29
currently held

Position History SPY

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$5M+1.08%
Q4 20257.0K$5M+1.11%
Q3 20257.0K$5M+1.04%
Q2 20257.1K$4M+1.05%
Q1 20257.1K$4M+0.99%
Q4 20247.1K$4M+1.02%
Q3 20247.1K$4M+0.96%
Q2 20247.1K$4M+0.98%
Q1 20247.0K$4M+0.91%
Q4 20237.1K$3M+0.90%
Q3 20237.1K$3M+0.90%
Q2 20237.2K$3M+0.91%
Q1 20237.2K$3M+0.88%
Q4 20227.1K$3M+0.85%
Q3 20227.1K$3M+0.87%
Q2 20227.1K$3M+0.87%
Q1 20227.1K$3M+0.94%
Q4 20217.1K$3M+0.93%
Q3 20217.2K$3M+0.92%
Q2 20217.2K$3M+0.93%
Q1 20217.2K$3M+0.92%
Q4 20207.2K$3M+0.93%
Q3 20207.2K$2M+0.94%
Q2 20207.2K$2M+0.92%
Q1 20207.2K$2M+0.93%
Q4 20197.2K$2M+0.86%
Q3 20197.2K$2M+0.84%
Q2 20197.2K$2M+0.86%
Q1 20197.2K$2M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Research & Management Inc’s full portfolio or all institutional holders of SPY.