Brian Low Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brian Low Financial Group’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 Q3	$1.04M	Sell	1,369 -161	-11%	-$122K	0.58%	56
2026 Q2	$1.14M	Buy	1,530 +139	+10%	+$101K	0.67%	57
2026 Q1	$905K	Sell	1,391 -40	-3%	-$27.2K	0.61%	57
2025 Q4	$976K	Sell	1,431 -105	-7%	-$71K	0.69%	48
2025 Q3	$1.02M	Buy	1,536 +266	+21%	+$171K	0.79%	41
2025 Q2	$785K	Buy	+1,270	New	+$726K	0.73%	49

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Brian Low Financial Group's SPY Position: Q3 2026 in Review

Brian Low Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, selling an estimated $122K and leaving 1,369 shares worth $1.04M. The position accounts for 0.58% of the portfolio, ranked #56.

Brian Low Financial Group first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2026. 3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Brian Low Financial Group held 1,369 shares of State Street SPDR S&P 500 ETF Trust worth $1.04M as of Q3 2026.
Brian Low Financial Group sold 161 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $122K.
State Street SPDR S&P 500 ETF Trust made up 0.58% of Brian Low Financial Group's portfolio in Q3 2026, its #56 holding.
Brian Low Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
Brian Low Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.14M in Q2 2026.
3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.