Brian C. Broderick’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brian C. Broderick’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	$3.25M	Hold	5,000	–	–	0.6%	37
2025 Q4	$3.41M	Hold	5,000	–	–	0.64%	36
2025 Q3	$3.33M	Hold	5,000	–	–	0.63%	36
2025 Q2	$3.09M	Hold	5,000	–	–	0.61%	38
2025 Q1	$2.8M	Sell	5,000 -5,600	-53%	-$3.29M	0.57%	38
2024 Q4	$6.21M	Hold	10,600	–	–	1.22%	30
2024 Q3	$6.08M	Hold	10,600	–	–	1.19%	29
2024 Q2	$5.77M	Sell	10,600 -562	-5%	-$294K	1.18%	28
2024 Q1	$5.84M	Hold	11,162	–	–	1.25%	28
2023 Q4	$5.31M	Hold	11,162	–	–	1.32%	27
2023 Q3	$4.77M	Hold	11,162	–	–	1.31%	28
2023 Q2	$4.95M	Hold	11,162	–	–	1.31%	28
2023 Q1	$4.57M	Hold	11,162	–	–	1.28%	29
2022 Q4	$4.27M	Buy	+11,162	New	+$4.29M	1.27%	30

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brian C. Broderick's SPY Position: Q1 2026 in Review

Brian C. Broderick held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 5,000 shares worth $3.25M. The position accounts for 0.6% of the portfolio, ranked #37.

Brian C. Broderick first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.21M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Brian C. Broderick held 5,000 shares of State Street SPDR S&P 500 ETF Trust worth $3.25M as of Q1 2026.
Brian C. Broderick left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.6% of Brian C. Broderick's portfolio in Q1 2026, its #37 holding.
Brian C. Broderick first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Brian C. Broderick's State Street SPDR S&P 500 ETF Trust position peaked at $6.21M in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.