SEC 13F Intelligence

West Branch Capital LLC / SPY

West Branch Capital LLC’s State Str Spdr S&P 500 Etf T Position

Does West Branch Capital LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 30.3K shares worth $23M (+5.26% of its 13F portfolio) as of Q2 2026, up from 30.2K shares the prior filed quarter.

Position Value
$23M
Q2 2026
Shares
30.3K
% of Portfolio
+5.26%
Quarters Held
31
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $15MQ4 ’24: $16MQ4 ’24Q1 ’25: $16MQ2 ’25: $18MQ3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $20MQ2 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202630.3K$23M+5.26%
Q1 202630.2K$20M+5.25%
Q4 202530.1K$21M+5.29%
Q3 202530.2K$20M+5.28%
Q2 202529.1K$18M+5.32%
Q1 202528.1K$16M+5.25%
Q4 202427.1K$16M+5.06%
Q3 202426.2K$15M+5.21%
Q2 202422.7K$12M+4.59%
Q1 202422.9K$12M+4.84%
Q4 202321.5K$10M+4.80%
Q3 202320.8K$9M+4.67%
Q2 202321.4K$9M+4.72%
Q1 202321.3K$9M+4.86%
Q4 202221.6K$8M+5.09%
Q3 202221.8K$8M+4.84%
Q2 202221.7K$8M+4.74%
Q1 202221.8K$10M+4.71%
Q4 202122.1K$10M+4.47%
Q3 202122.2K$10M+4.59%
Q2 202122.5K$10M+4.72%
Q1 202122.6K$9M+5.24%
Q4 202023.1K$9M+5.10%
Q3 202024.8K$8M+5.29%
Q2 202026.7K$8M+5.80%
Q1 202027.7K$7M+6.82%
Q4 201928.2K$9M+6.32%
Q3 201935.5K$10M+7.43%
Q2 201932.9K$10M+7.95%
Q1 201931.4K$9M+7.94%
Q4 201829.3K$7M+7.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Branch Capital LLC’s full portfolio or all institutional holders of SPY.