Bradley & Co Private Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bradley & Co Private Wealth Management’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
2026 Q1	$2.23M	Hold	3,416	–	–	1.17%	18
2025 Q4	$2.33M	Hold	3,416	–	–	1.23%	17
2025 Q3	$2.28M	Hold	3,416	–	–	1.26%	16
2025 Q2	$2.11M	Hold	3,416	–	–	1.29%	16
2025 Q1	$1.91M	Hold	3,416	–	–	1.31%	16
2024 Q4	$2M	Buy	+3,416	New	+$2.01M	1.25%	15
2024 Q2	$1.32M	Hold	2,416	–	–	0.97%	16
2024 Q1	$1.26M	Buy	2,416 +2,395	+11,405%	+$1.19M	1.02%	16
2023 Q4	$9.98K	Buy	21 +20	+2,000%	+$8.91K	0.01%	125
2023 Q3	$427	Hold	1	–	–	﹤0.01%	167
2023 Q2	$443	Buy	+1	New	+$420	﹤0.01%	170

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bradley & Co Private Wealth Management's SPY Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,416 shares worth $2.23M. The position accounts for 1.17% of the portfolio, ranked #18.

Bradley & Co Private Wealth Management first reported a position in SPY in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bradley & Co Private Wealth Management held 3,416 shares of State Street SPDR S&P 500 ETF Trust worth $2.23M as of Q1 2026.
Bradley & Co Private Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.17% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #18 holding.
Bradley & Co Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Bradley & Co Private Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.33M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.