Brooklyn Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Brooklyn Investment Group’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	$12.1M	Buy	18,673 +3,568	+24%	+$2.43M	0.38%	36
2025 Q4	$10.4M	Buy	15,105 +4,662	+45%	+$3.15M	0.48%	30
2025 Q3	$6.42M	Buy	10,443 +50	+0.5%	+$32.1K	0.87%	16
2025 Q2	$6.42M	Sell	10,393 -936	-8%	-$535K	0.84%	14
2025 Q1	$6.34M	Buy	11,329 +1,878	+20%	+$1.1M	1.37%	8
2024 Q4	$5.54M	Buy	9,451 +1,376	+17%	+$811K	1.65%	9
2024 Q3	$4.63M	Sell	8,075 -3,025	-27%	-$1.67M	1.52%	10
2024 Q2	$5.8M	Hold	11,100	–	–	2.49%	5
2024 Q1	$5.8M	Sell	11,100 -1,756	-14%	-$874K	2.49%	5
2023 Q4	$6.11M	Buy	+12,856	New	+$5.73M	2.91%	5

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

Brooklyn Investment Group's SPY Position: Q1 2026 in Review

Brooklyn Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, buying an estimated $2.43M and bringing the position to 18,673 shares worth $12.1M. The position accounts for 0.38% of the portfolio, ranked #36.

Brooklyn Investment Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Brooklyn Investment Group held 18,673 shares of State Street SPDR S&P 500 ETF Trust worth $12.1M as of Q1 2026.
Brooklyn Investment Group bought 3,568 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.43M.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Brooklyn Investment Group's portfolio in Q1 2026, its #36 holding.
Brooklyn Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.