Brightwater Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Brightwater Advisory's SPY Position: Q1 2026 in Review
Brightwater Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, selling an estimated $120K and leaving 12,666 shares worth $8.24M. The position accounts for 5.45% of the portfolio, ranked #4.
Brightwater Advisory first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.76M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Brightwater Advisory held 12,666 shares of State Street SPDR S&P 500 ETF Trust worth $8.24M as of Q1 2026.
- Brightwater Advisory sold 176 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $120K.
- State Street SPDR S&P 500 ETF Trust made up 5.45% of Brightwater Advisory's portfolio in Q1 2026, its #4 holding.
- Brightwater Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Brightwater Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $8.76M in Q4 2025.
- 4,562 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.