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 Q2	$3.17M	Buy	4,231 +815	+24%	+$591K	1.51%	15
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's SPY Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q2 2026, buying an estimated $591K and bringing the position to 4,231 shares worth $3.17M. The position accounts for 1.51% of the portfolio, ranked #15.

Bradley & Co Private Wealth Management first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bradley & Co Private Wealth Management held 4,231 shares of State Street SPDR S&P 500 ETF Trust worth $3.17M as of Q2 2026.
Bradley & Co Private Wealth Management bought 815 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $591K.
State Street SPDR S&P 500 ETF Trust made up 1.51% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #15 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 12 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.