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Braun-Bostich & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Braun-Bostich & Associates’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 		$915K Buy
1,225
+6
+0.5% +$4.35K 0.51% 50
2026
Q1 		$793K Buy
1,219
+91
+8% +$61.9K 0.5% 48
2025
Q4 		$769K Buy
1,128
+18
+2% +$12.2K 0.47% 46
2025
Q3 		$739K Sell
1,110
-24
-2% -$15.4K 0.47% 48
2025
Q2 		$701K Buy
1,134
+44
+4% +$25.2K 0.48% 49
2025
Q1 		$610K Buy
1,090
+59
+6% +$34.7K 0.45% 51
2024
Q4 		$604K Buy
1,031
+48
+5% +$28.3K 0.44% 50
2024
Q3 		$564K Sell
983
-13
-1% -$7.19K 0.39% 50
2024
Q2 		$542K Sell
996
-453
-31% -$237K 0.4% 53
2024
Q1 		$758K Buy
1,449
+176
+14% +$87.6K 0.63% 48
2023
Q4 		$605K Buy
1,273
+639
+101% +$285K 0.55% 47
2023
Q3 		$271K Sell
634
-43
-6% -$19.1K 0.51% 37
2023
Q2 		$300K Buy
677
+26
+4% +$10.9K 0.64% 54
2023
Q1 		$267K Hold
651
– – 0.63% 57
2022
Q4 		$249K Buy
651
+3
+0.5% +$1.15K 0.72% 46
2022
Q3 		$231K Buy
648
+3
+0.5% +$1.19K 0.71% 50
2022
Q2 		$243K Sell
645
-47
-7% -$19.3K 0.63% 55
2022
Q1 		$313K Sell
692
-4,181
-86% -$1.86M 0.67% 46
2021
Q4 		$2.22M Buy
4,873
+4,103
+533% +$1.88M 0.53% 39
2021
Q3 		$330K Sell
770
-461
-37% -$203K 0.62% 46
2021
Q2 		$527K Sell
1,231
-104
-8% -$43.4K 0.96% 28
2021
Q1 		$529K Sell
1,335
-1,455
-52% -$561K 1.02% 27
2020
Q4 		$1.04M Sell
2,790
-13,707
-83% -$4.86M 2.1% 16
2020
Q3 		$5.53M Buy
16,497
+131
+0.8% +$43.4K 5.49% 3
2020
Q2 		$5.05M Sell
16,366
-6
-0% -$1.76K 4.93% 6
2020
Q1 		$4.03M Sell
16,372
-573
-3% -$175K 5.13% 4
2019
Q4 		$5.5M Buy
16,945
+778
+5% +$240K 5.42% 4
2019
Q3 		$4.8M Sell
16,167
-486
-3% -$144K 5.58% 5
2019
Q2 		$4.88M Buy
16,653
+731
+5% +$210K 5.1% 4
2019
Q1 		$4.5M Buy
15,922
+15,850
+22,014% +$4.31M 4.68% 2
2018
Q4 		$18K Hold
72
– – 0.02% 234
2018
Q3 		$21K Hold
72
– – 0.02% 229
2018
Q2 		$20K Hold
72
– – 0.02% 223
2018
Q1 		$19K Hold
72
– – 0.02% 224
2017
Q4 		$19K Buy
+72
New +$18.7K 0.02% 225

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Braun-Bostich & Associates's SPY Position: Q2 2026 in Review

Braun-Bostich & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.49% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,225 shares worth $915K. The position accounts for 0.51% of the portfolio, ranked #50.

Braun-Bostich & Associates first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.53M in Q3 2020. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Braun-Bostich & Associates held 1,225 shares of State Street SPDR S&P 500 ETF Trust worth $915K as of Q2 2026.
  • Braun-Bostich & Associates bought 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of Braun-Bostich & Associates's portfolio in Q2 2026, its #50 holding.
  • Braun-Bostich & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
  • Braun-Bostich & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $5.53M in Q3 2020.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.