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Brentview Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brentview Investment 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
Q1 		– Sell
-332
Closed -$226K – 67
2025
Q4 		$226K Buy
+332
New +$224K 0.1% 39

Other funds holding SPY

JP Morgan Chase
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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

Brentview Investment Management's SPY Position: Q1 2026 in Review

Brentview Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 332 shares — an estimated $226K sold.

Brentview Investment Management first reported a position in SPY in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Brentview Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Brentview Investment Management sold 332 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $226K.
  • Brentview Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 1 quarter.
  • Brentview Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $226K in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.