Brass Tax Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Brass Tax Wealth Management's SPY Position: Q3 2025 in Review
Brass Tax Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q3 2025, buying an estimated $78.8K and bringing the position to 9,338 shares worth $6.22M. The position accounts for 1.03% of the portfolio, ranked #22.
Brass Tax Wealth Management first reported a position in SPY in Q2 2024 and has held it in 6 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.
- Brass Tax Wealth Management held 9,338 shares of State Street SPDR S&P 500 ETF Trust worth $6.22M as of Q3 2025.
- Brass Tax Wealth Management bought 123 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $78.8K.
- State Street SPDR S&P 500 ETF Trust made up 1.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #22 holding.
- Brass Tax Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 6 quarters since.
- 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.
Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.