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

Broadview Financial 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 Q1	$206K	Sell	317 -15	-5%	-$10.2K	0.14%	40
2025 Q4	$226K	Buy	332 +1	+0.3%	+$676	0.15%	40
2025 Q3	$220K	Sell	331 -3	-0.9%	-$1.92K	0.15%	40
2025 Q2	$207K	Buy	+334	New	+$191K	0.14%	40
2024 Q4	–	Sell	-352	Closed	-$202K	–	42
2024 Q3	$202K	Sell	352 -19	-5%	-$10.5K	0.14%	42
2024 Q2	$202K	Buy	+371	New	+$194K	0.15%	40
2023 Q3	–	Sell	-582	Closed	-$258K	–	39
2023 Q2	$258K	Buy	582 +2	+0.3%	+$839	0.22%	37
2023 Q1	$238K	Buy	580 +2	+0.3%	+$798	0.21%	39
2022 Q4	$221K	Buy	578 +13	+2%	+$5K	0.2%	41
2022 Q3	$202K	Buy	565 +2	+0.4%	+$794	0.2%	39
2022 Q2	$213K	Buy	563 +1	+0.2%	+$410	0.2%	39
2022 Q1	$254K	Buy	562 +73	+15%	+$32.5K	0.19%	46
2021 Q4	$232K	Buy	489 +1	+0.2%	+$459	0.17%	47
2021 Q3	$209K	Sell	488 -70	-13%	-$30.9K	0.16%	45
2021 Q2	$239K	Buy	558 +2	+0.4%	+$835	0.18%	44
2021 Q1	$221K	Buy	556 +2	+0.4%	+$771	0.17%	44
2020 Q4	$207K	Buy	+554	New	+$197K	0.16%	46
2019 Q3	–	Sell	-865	Closed	-$253K	–	45
2019 Q2	$253K	Sell	865 -64	-7%	-$18.4K	0.19%	40
2019 Q1	$262K	Sell	929 -39	-4%	-$10.6K	0.2%	41
2018 Q4	$242K	Buy	968 +5	+0.5%	+$1.35K	0.22%	47
2018 Q3	$280K	Buy	963 +4	+0.4%	+$1.14K	0.25%	34
2018 Q2	$260K	Buy	959 +4	+0.4%	+$1.08K	0.25%	34
2018 Q1	$251K	Sell	955 -60	-6%	-$16.4K	0.25%	34
2017 Q4	$271K	Buy	+1,015	New	+$264K	0.26%	34

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Broadview Financial Management's SPY Position: Q1 2026 in Review

Broadview Financial Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q1 2026, selling an estimated $10.2K and leaving 317 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #40.

Broadview Financial Management first reported a position in SPY in Q4 2017 and has held it in 24 quarters since. The position peaked at $280K in Q3 2018. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Broadview Financial Management held 317 shares of State Street SPDR S&P 500 ETF Trust worth $206K as of Q1 2026.
Broadview Financial Management sold 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Broadview Financial Management's portfolio in Q1 2026, its #40 holding.
Broadview Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 24 quarters since.
Broadview Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $280K in Q3 2018.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.