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: Q2 2026 in Review
Brightwater Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q2 2026, selling an estimated $41.3K and leaving 12,609 shares worth $9.42M. The position accounts for 5.95% of the portfolio, ranked #4.
Brightwater Advisory first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Brightwater Advisory held 12,609 shares of State Street SPDR S&P 500 ETF Trust worth $9.42M as of Q2 2026.
- Brightwater Advisory sold 57 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $41.3K.
- State Street SPDR S&P 500 ETF Trust made up 5.95% of Brightwater Advisory's portfolio in Q2 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 11 quarters since.
- 4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.