Brighton Jones LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brighton Jones LLC’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
2025 Q4	–	Sell	-57,743	Closed	-$38.5M	–	827
2025 Q3	$38.5M	Sell	57,743 -60	-0.1%	-$38.5K	0.92%	16
2025 Q2	$35.7M	Buy	57,803 +2,941	+5%	+$1.68M	0.97%	15
2025 Q1	$30.7M	Sell	54,862 -3,619	-6%	-$2.13M	0.98%	16
2024 Q4	$34.3M	Buy	58,481 +2,664	+5%	+$1.57M	0.99%	14
2024 Q3	$32M	Buy	55,817 +4,382	+9%	+$2.42M	1.2%	14
2024 Q2	$28M	Buy	51,435 +2,147	+4%	+$1.12M	0.92%	16
2024 Q1	$25.8M	Sell	49,288 -682	-1%	-$340K	0.93%	15
2023 Q4	$23.8M	Buy	49,970 +2,538	+5%	+$1.13M	1%	14
2023 Q3	$20.3M	Buy	47,432 +1,378	+3%	+$613K	1.03%	12
2023 Q2	$20.4M	Buy	46,054 +1,075	+2%	+$451K	1.03%	11
2023 Q1	$18.4M	Sell	44,979 -215	-0.5%	-$85.8K	1.05%	11
2022 Q4	$17.3M	Sell	45,194 -4,754	-10%	-$1.83M	1.03%	11
2022 Q3	$17.8M	Buy	49,948 +410	+0.8%	+$163K	1.05%	10
2022 Q2	$18.7M	Buy	49,538 +377	+0.8%	+$154K	1.08%	10
2022 Q1	$22.2M	Buy	49,161 +3,534	+8%	+$1.57M	1.03%	11
2021 Q4	$21.7M	Buy	45,627 +508	+1%	+$233K	1.02%	10
2021 Q3	$19.4M	Buy	45,119 +6,219	+16%	+$2.74M	1%	10
2021 Q2	$16.7M	Sell	38,900 -554	-1%	-$231K	0.86%	12
2021 Q1	$15.6M	Buy	39,454 +516	+1%	+$199K	0.93%	13
2020 Q4	$14.6M	Sell	38,938 -1,132	-3%	-$402K	0.9%	13
2020 Q3	$13.4M	Buy	40,070 +4,734	+13%	+$1.57M	0.93%	12
2020 Q2	$10.9M	Sell	35,336 -2,331	-6%	-$682K	0.88%	14
2020 Q1	$9.71M	Buy	37,667 +2,895	+8%	+$883K	1.02%	13
2019 Q4	$11.2M	Buy	34,772 +134	+0.4%	+$41.3K	1.2%	13
2019 Q3	$10.3M	Buy	34,638 +7,086	+26%	+$2.09M	1.2%	14
2019 Q2	$8.07M	Sell	27,552 -3,915	-12%	-$1.13M	0.94%	17
2019 Q1	$8.89M	Sell	31,467 -1,621	-5%	-$440K	1.08%	16
2018 Q4	$8.27M	Buy	33,088 +7,767	+31%	+$2.09M	1.19%	16
2018 Q3	$7.36M	Sell	25,321 -2,174	-8%	-$619K	0.9%	16
2018 Q2	$7.46M	Buy	27,495 +3,069	+13%	+$829K	0.96%	16
2018 Q1	$6.43M	Buy	24,426 +2,702	+12%	+$737K	0.89%	18
2017 Q4	$5.8M	Sell	21,724 -236	-1%	-$61.4K	0.7%	24
2017 Q3	$5.52M	Buy	21,960 +1,103	+5%	+$272K	0.71%	21
2017 Q2	$5.04M	Buy	+20,857	New	+$5M	0.71%	21
2017 Q1	–	Sell	-2,287	Closed	-$511K	–	125
2016 Q4	$511K	Sell	2,287 -18,739	-89%	-$4.09M	0.19%	40
2016 Q3	$4.55M	Sell	21,026 -49	-0.2%	-$10.6K	0.74%	22
2016 Q2	$4.42M	Buy	21,075 +1,660	+9%	+$344K	0.78%	20
2016 Q1	$3.99M	Sell	19,415 -502	-3%	-$98K	0.73%	20
2015 Q4	$4.06M	Sell	19,917 -63	-0.3%	-$12.9K	0.79%	19
2015 Q3	$3.83M	Buy	19,980 +8,402	+73%	+$1.7M	0.82%	19
2015 Q2	$2.38M	Buy	11,578 +886	+8%	+$186K	0.54%	25
2015 Q1	$2.21M	Buy	10,692 +925	+9%	+$191K	0.5%	24
2014 Q4	$2.01M	Buy	9,767 +955	+11%	+$192K	0.46%	24
2014 Q3	$1.74M	Buy	8,812 +992	+13%	+$196K	0.39%	33
2014 Q2	$1.53M	Buy	7,820 +432	+6%	+$82.1K	0.35%	35
2014 Q1	$1.38M	Sell	7,388 -3,277	-31%	-$601K	0.33%	36
2013 Q4	$1.97M	Sell	10,665 -106	-1%	-$18.8K	0.45%	25
2013 Q3	$1.81M	Buy	10,771 +5,152	+92%	+$864K	0.47%	25
2013 Q2	$901K	Buy	+5,619	New	+$905K	0.27%	36

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brighton Jones LLC's SPY Position: Q4 2025 in Review

Brighton Jones LLC sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 57,743 shares — an estimated $38.5M sold.

Brighton Jones LLC first reported a position in SPY in Q2 2013 and held it in 49 quarters. The position peaked at $38.5M in Q3 2025. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Brighton Jones LLC reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 57,743 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $38.5M.
Brighton Jones LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 49 quarters.
Brighton Jones LLC's State Street SPDR S&P 500 ETF Trust position peaked at $38.5M in Q3 2025.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.