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

Brown Wealth 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 Q2	$724K	Buy	969 +128	+15%	+$92.8K	0.16%	67
2026 Q1	$547K	Sell	841 -32	-4%	-$21.8K	0.14%	70
2025 Q4	$595K	Buy	873 +25	+3%	+$16.9K	0.16%	67
2025 Q3	$565K	Sell	848 -12	-1%	-$7.69K	0.16%	67
2025 Q2	$532K	Buy	860 +31	+4%	+$17.7K	0.17%	63
2025 Q1	$464K	Buy	829 +102	+14%	+$60K	0.16%	60
2024 Q4	$426K	Buy	727 +119	+20%	+$70.1K	0.15%	55
2024 Q3	$349K	Sell	608 -38	-6%	-$21K	0.13%	63
2024 Q2	$352K	Sell	646 -18	-3%	-$9.42K	0.14%	62
2024 Q1	$347K	Hold	664	–	–	0.14%	64
2023 Q4	$316K	Sell	664 -132	-17%	-$58.8K	0.14%	66
2023 Q3	$340K	Buy	796 +55	+7%	+$24.5K	0.16%	59
2023 Q2	$328K	Buy	+741	New	+$311K	0.17%	72

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Brown Wealth Management's SPY Position: Q2 2026 in Review

Brown Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $92.8K and bringing the position to 969 shares worth $724K. The position accounts for 0.16% of the portfolio, ranked #67.

Brown Wealth Management first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Brown Wealth Management held 969 shares of State Street SPDR S&P 500 ETF Trust worth $724K as of Q2 2026.
Brown Wealth Management bought 128 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $92.8K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Brown Wealth Management's portfolio in Q2 2026, its #67 holding.
Brown Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.