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

Brickley Wealth 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 Q2	$26M	Hold	34,863	–	–	3.74%	8
2026 Q1	$22.7M	Hold	34,863	–	–	3.89%	8
2025 Q4	$23.8M	Hold	34,863	–	–	4.01%	8
2025 Q3	$23.2M	Buy	34,863 +190	+0.5%	+$122K	4.05%	8
2025 Q2	$21.4M	Sell	34,673 -2,591	-7%	-$1.48M	4.19%	8
2025 Q1	$20.8M	Sell	37,264 -1,917	-5%	-$1.13M	4.32%	8
2024 Q4	$23M	Hold	39,181	–	–	4.66%	8
2024 Q3	$22.5M	Sell	39,181 -1,414	-3%	-$782K	4.59%	8
2024 Q2	$22.1M	Hold	40,595	–	–	4.84%	7
2024 Q1	$21.2M	Hold	40,595	–	–	4.87%	8
2023 Q4	$19.3M	Hold	40,595	–	–	4.66%	8
2023 Q3	$17.4M	Buy	40,595 +1,851	+5%	+$823K	4.63%	8
2023 Q2	$17.2M	Hold	38,744	–	–	4.34%	8
2023 Q1	$15.9M	Buy	38,744 +49	+0.1%	+$19.6K	4.35%	9
2022 Q4	$14.8M	Hold	38,695	–	–	4.4%	8
2022 Q3	$13.8M	Sell	38,695 -1	-0%	-$397	4.54%	8
2022 Q2	$14.6M	Buy	38,696 +12,047	+45%	+$4.94M	4.52%	8
2022 Q1	$12M	Hold	26,649	–	–	3.21%	10
2021 Q4	$12.7M	Hold	26,649	–	–	2.7%	11
2021 Q3	$11.4M	Buy	26,649 +91	+0.3%	+$40.1K	2.88%	11
2021 Q2	$11.4M	Hold	26,558	–	–	2.87%	11
2021 Q1	$10.5M	Hold	26,558	–	–	2.82%	12
2020 Q4	$9.93M	Buy	26,558 +13,172	+98%	+$4.67M	2.73%	12
2020 Q3	$4.58M	Buy	13,386 +5,990	+81%	+$1.99M	1.27%	16
2020 Q2	$2.28M	Buy	7,396 +484	+7%	+$142K	0.77%	19
2020 Q1	$1.78M	Buy	6,912 +2,096	+44%	+$639K	0.74%	21
2019 Q4	$1.55M	Buy	4,816 +118	+3%	+$36.3K	0.56%	20
2019 Q3	$1.39M	Hold	4,698	–	–	0.57%	20
2019 Q2	$1.38M	Sell	4,698 -1	-0%	-$288	0.58%	19
2019 Q1	$1.33M	Hold	4,699	–	–	0.59%	20
2018 Q4	$1.17M	Hold	4,699	–	–	0.58%	20
2018 Q3	$1.37M	Buy	+4,699	New	+$1.34M	0.64%	19

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brickley Wealth Management's SPY Position: Q2 2026 in Review

Brickley Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 34,863 shares worth $26M. The position accounts for 3.74% of the portfolio, ranked #8.

Brickley Wealth Management first reported a position in SPY in Q3 2018 and has held it in 32 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Brickley Wealth Management held 34,863 shares of State Street SPDR S&P 500 ETF Trust worth $26M as of Q2 2026.
Brickley Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 3.74% of Brickley Wealth Management's portfolio in Q2 2026, its #8 holding.
Brickley Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 32 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.