SEC 13F Intelligence

Washburn Capital Management, Inc. / SPY

Washburn Capital Management, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Washburn Capital Management, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 62.8K shares worth $41M (+23.74% of its 13F portfolio) as of Q1 2026, down from 63.0K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
62.8K
% of Portfolio
+23.74%
Quarters Held
26
currently held

Position History SPY

Reported value by quarter
Q4 ’19: $27MQ4 ’19Q1 ’20: $14MQ2 ’20: $18MQ3 ’20: $20MQ4 ’20: $21MQ4 ’20Q1 ’21: $23MQ2 ’21: $25MQ3 ’21: $26MQ4 ’21: $30MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $21MQ4 ’22: $22MQ4 ’22Q1 ’23: $23MQ2 ’23: $26MQ3 ’23: $25MQ4 ’23: $30MQ4 ’23Q1 ’24: $33MQ2 ’24: $34MQ3 ’24: $35MQ4 ’24: $38MQ4 ’24Q1 ’25: $49MQ2 ’25: $37MQ3 ’25: $42MQ4 ’25: $43MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.8K$41M+23.74%
Q4 202563.0K$43M+23.65%
Q3 202563.2K$42M+23.54%
Q2 202565.5K$37M+24.10%
Q1 202595.7K$49M+32.42%
Q4 202465.0K$38M+23.61%
Q3 202460.2K$35M+24.76%
Q2 202462.3K$34M+24.20%
Q1 202462.2K$33M+24.04%
Q4 202364.1K$30M+22.89%
Q3 202358.8K$25M+21.24%
Q2 202358.1K$26M+21.52%
Q1 202355.2K$23M+19.49%
Q4 202257.4K$22M+19.97%
Q3 202259.5K$21M+20.33%
Q2 202260.8K$23M+19.77%
Q1 202263.1K$28M+18.67%
Q4 202162.3K$30M+17.59%
Q3 202160.0K$26M+16.84%
Q2 202159.1K$25M+16.94%
Q1 202157.5K$23M+15.45%
Q4 202055.7K$21M+14.48%
Q3 202060.3K$20M+15.97%
Q2 202058.3K$18M+16.56%
Q1 202053.8K$14M+18.99%
Q4 201983.2K$27M+24.32%

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