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Bragg Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bragg Financial Advisors’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 		$7.38M Buy
11,344
+46
+0.4% +$31.3K 0.23% 120
2025
Q4 		$7.7M Sell
11,298
-303
-3% -$205K 0.25% 115
2025
Q3 		$7.73M Sell
11,601
-47
-0.4% -$30.1K 0.26% 117
2025
Q2 		$7.2M Buy
11,648
+95
+0.8% +$54.3K 0.26% 119
2025
Q1 		$6.46M Buy
11,553
+181
+2% +$106K 0.27% 120
2024
Q4 		$6.66M Buy
11,372
+399
+4% +$235K 0.27% 118
2024
Q3 		$6.3M Sell
10,973
-209
-2% -$116K 0.26% 120
2024
Q2 		$6.09M Sell
11,182
-238
-2% -$125K 0.27% 116
2024
Q1 		$5.97M Sell
11,420
-266
-2% -$132K 0.27% 117
2023
Q4 		$5.55M Sell
11,686
-2,042
-15% -$910K 0.26% 116
2023
Q3 		$5.87M Buy
13,728
+2,146
+19% +$954K 0.31% 112
2023
Q2 		$5.13M Buy
11,582
+541
+5% +$227K 0.28% 117
2023
Q1 		$4.52M Sell
11,041
-77
-0.7% -$30.7K 0.27% 119
2022
Q4 		$4.25M Buy
11,118
+377
+4% +$145K 0.26% 122
2022
Q3 		$3.84M Sell
10,741
-310
-3% -$123K 0.26% 119
2022
Q2 		$4.17M Sell
11,051
-66
-0.6% -$27K 0.28% 119
2022
Q1 		$5.02M Buy
11,117
+133
+1% +$59.2K 0.29% 112
2021
Q4 		$4.71M Hold
10,984
– – 0.3% 108
2021
Q3 		$4.71M Sell
10,984
-146
-1% -$64.4K 0.3% 108
2021
Q2 		$4.76M Sell
11,130
-820
-7% -$342K 0.3% 112
2021
Q1 		$4.74M Buy
11,950
+2,066
+21% +$797K 0.32% 110
2020
Q4 		$3.69M Sell
9,884
-489
-5% -$173K 0.32% 103
2020
Q3 		$3.47M Buy
10,373
+41
+0.4% +$13.6K 0.36% 91
2020
Q2 		$3.19M Sell
10,332
-336
-3% -$98.3K 0.35% 95
2020
Q1 		$2.75M Buy
10,668
+46
+0.4% +$14K 0.37% 93
2019
Q4 		$3.42M Sell
10,622
-208
-2% -$64K 0.38% 88
2019
Q3 		$3.21M Buy
10,830
+460
+4% +$136K 0.39% 89
2019
Q2 		$3.04M Hold
10,370
– – 0.37% 92
2019
Q1 		$2.93M Sell
10,370
-38
-0.4% -$10.3K 0.38% 95
2018
Q4 		$2.6M Sell
10,408
-762
-7% -$205K 0.39% 91
2018
Q3 		$3.25M Buy
11,170
+378
+4% +$108K 0.44% 85
2018
Q2 		$2.93M Buy
10,792
+975
+10% +$263K 0.42% 94
2018
Q1 		$2.58M Hold
9,817
– – 0.38% 102
2017
Q4 		$2.62M Sell
9,817
-40
-0.4% -$10.4K 0.38% 100
2017
Q3 		$2.48M Sell
9,857
-50
-0.5% -$12.3K 0.38% 101
2017
Q2 		$2.4M Hold
9,907
– – 0.38% 106
2017
Q1 		$2.33M Buy
9,907
+628
+7% +$146K 0.37% 106
2016
Q4 		$2.07M Hold
9,279
– – 0.34% 112
2016
Q3 		$2.01M Sell
9,279
-60
-0.6% -$13K 0.36% 109
2016
Q2 		$1.96M Sell
9,339
-20
-0.2% -$4.15K 0.35% 114
2016
Q1 		$1.92M Buy
9,359
+1,437
+18% +$280K 0.37% 111
2015
Q4 		$1.61M Hold
7,922
– – 0.35% 102
2015
Q3 		$1.52M Sell
7,922
-617
-7% -$125K 0.36% 100
2015
Q2 		$1.76M Buy
8,539
+786
+10% +$165K 0.4% 96
2015
Q1 		$310K Buy
+7,753
New +$1.6M 0.07% 203
2014
Q4 		– Sell
-1,426
Closed -$281K – 228
2014
Q3 		$281K Hold
1,426
– – 0.07% 201
2014
Q2 		$279K Sell
1,426
-20
-1% -$3.8K 0.07% 208
2014
Q1 		$270K Sell
1,446
-30
-2% -$5.51K 0.07% 209
2013
Q4 		$273K Hold
1,476
– – 0.07% 216
2013
Q3 		$248K Buy
+1,476
New +$247K 0.06% 216

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bragg Financial Advisors's SPY Position: Q1 2026 in Review

Bragg Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.41% in Q1 2026, buying an estimated $31.3K and bringing the position to 11,344 shares worth $7.38M. The position accounts for 0.23% of the portfolio, ranked #120.

Bragg Financial Advisors first reported a position in SPY in Q3 2013 and has held it in 50 quarters since. The position peaked at $7.73M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Bragg Financial Advisors held 11,344 shares of State Street SPDR S&P 500 ETF Trust worth $7.38M as of Q1 2026.
  • Bragg Financial Advisors bought 46 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $31.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.23% of Bragg Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • Bragg Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 50 quarters since.
  • Bragg Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.73M in Q3 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.