Briaud Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Briaud Financial Planning’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	$1.02M	Sell	1,572 -147	-9%	-$99.9K	0.27%	13
2025 Q4	$1.17M	Buy	1,719 +757	+79%	+$512K	0.29%	12
2025 Q3	$641K	Buy	962 +95	+11%	+$60.9K	0.21%	17
2025 Q2	$535K	Buy	867 +252	+41%	+$144K	0.21%	17
2025 Q1	$344K	Hold	615	–	–	0.14%	20
2024 Q4	$360K	Hold	615	–	–	0.15%	20
2024 Q3	$352K	Hold	615	–	–	0.18%	16
2024 Q2	$334K	Hold	615	–	–	0.19%	16
2024 Q1	$322K	Buy	+615	New	+$306K	0.18%	15
2023 Q4	–	Sell	-615	Closed	-$262K	–	143
2023 Q3	$262K	Buy	+615	New	+$274K	0.21%	18
2023 Q1	–	Sell	-1,029	Closed	-$393K	–	25
2022 Q4	$393K	Hold	1,029	–	–	0.32%	12
2022 Q3	$400K	Sell	1,029 -90	-8%	-$35.7K	0.36%	14
2022 Q2	$422K	Hold	1,119	–	–	0.28%	15
2022 Q1	$505K	Sell	1,119 -637	-36%	-$284K	0.29%	13
2021 Q4	$834K	Hold	1,756	–	–	0.45%	11
2021 Q3	$753K	Hold	1,756	–	–	0.49%	10
2021 Q2	$751K	Hold	1,756	–	–	0.5%	10
2021 Q1	$696K	Hold	1,756	–	–	0.51%	9
2020 Q4	$656	Sell	1,756 -1	-0.1%	-$355	0.42%	10
2020 Q3	$588K	Hold	1,757	–	–	0.43%	9
2020 Q2	$541K	Hold	1,757	–	–	0.41%	9
2020 Q1	$453K	Hold	1,757	–	–	0.65%	8
2019 Q4	$565K	Buy	+1,757	New	+$541K	0.57%	12

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

Briaud Financial Planning's SPY Position: Q1 2026 in Review

Briaud Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.6% in Q1 2026, selling an estimated $99.9K and leaving 1,572 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #13.

Briaud Financial Planning first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Briaud Financial Planning held 1,572 shares of State Street SPDR S&P 500 ETF Trust worth $1.02M as of Q1 2026.
Briaud Financial Planning sold 147 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $99.9K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Briaud Financial Planning's portfolio in Q1 2026, its #13 holding.
Briaud Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
Briaud Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $1.17M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.