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 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 $1.56T 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 Low Financial Group's SPY Position: Q1 2026 in Review

Brian Low Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q1 2026, selling an estimated $27.2K and leaving 1,391 shares worth $905K. The position accounts for 0.61% of the portfolio, ranked #57.

Brian Low Financial Group first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Brian Low Financial Group held 1,391 shares of State Street SPDR S&P 500 ETF Trust worth $905K as of Q1 2026.
Brian Low Financial Group sold 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Brian Low Financial Group's portfolio in Q1 2026, its #57 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 4 quarters since.
Brian Low Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.02M in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.