Brady Martz Wealth Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brady Martz Wealth Solutions’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	$319K	Buy	427 +11	+3%	+$7.97K	0.05%	166
2026 Q1	$270K	Sell	416 -4	-1%	-$2.72K	0.05%	165
2025 Q4	$286K	Buy	420 +60	+17%	+$40.6K	0.05%	158
2025 Q3	$240K	Buy	+360	New	+$231K	0.04%	144

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brady Martz Wealth Solutions's SPY Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, buying an estimated $7.97K and bringing the position to 427 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #166.

Brady Martz Wealth Solutions first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 2,169 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Brady Martz Wealth Solutions held 427 shares of State Street SPDR S&P 500 ETF Trust worth $319K as of Q2 2026.
Brady Martz Wealth Solutions bought 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #166 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
2,169 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.