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

Bright Futures 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	$1.03M	Sell	1,382 -89	-6%	-$64.5K	0.67%	47
2026 Q1	$957K	Sell	1,471 -8	-0.5%	-$5.44K	0.66%	53
2025 Q4	$1.01M	Buy	1,479 +53	+4%	+$35.8K	0.75%	47
2025 Q3	$950K	Buy	+1,426	New	+$914K	0.74%	47
2025 Q1	$715K	Sell	1,391 -733	-35%	-$431K	0.78%	44
2024 Q4	$1.28M	Sell	2,124 -136	-6%	-$80.1K	1.14%	24
2024 Q3	$1.31M	Buy	2,260 +986	+77%	+$545K	0.63%	43
2024 Q2	$679K	Buy	1,274 +6	+0.5%	+$3.14K	0.37%	82
2024 Q1	$693K	Buy	+1,268	New	+$631K	0.37%	79

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bright Futures Wealth Management's SPY Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.1% in Q2 2026, selling an estimated $64.5K and leaving 1,382 shares worth $1.03M. The position accounts for 0.67% of the portfolio, ranked #47.

Bright Futures Wealth Management first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2024. 2,065 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bright Futures Wealth Management held 1,382 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q2 2026.
Bright Futures Wealth Management sold 89 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $64.5K.
State Street SPDR S&P 500 ETF Trust made up 0.67% of Bright Futures Wealth Management's portfolio in Q2 2026, its #47 holding.
Bright Futures Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.31M in Q3 2024.
2,065 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.