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

Brookwood 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
Q2 		$1.12M Buy
1,500
+500
+50% +$363K 0.13% 167
2026
Q1 		$650K Buy
+1,000
New +$680K 0.08% 234

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Brookwood Investment Group's SPY Position: Q2 2026 in Review

Brookwood Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q2 2026, buying an estimated $2.18M and bringing the position to 7,777 shares worth $5.81M. The position accounts for 0.65% of the portfolio, ranked #26.

Brookwood Investment Group first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.35M in Q2 2025. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Brookwood Investment Group held 7,777 shares of State Street SPDR S&P 500 ETF Trust worth $5.81M as of Q2 2026.
  • Brookwood Investment Group bought 3,013 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.18M.
  • State Street SPDR S&P 500 ETF Trust made up 0.65% of Brookwood Investment Group's portfolio in Q2 2026, its #26 holding.
  • Brookwood Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $6.35M in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.