Brown Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CK
GF
Brown Wealth Management's SPY Position: Q3 2026 in Review
Brown Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q3 2026, selling an estimated $100K and leaving 838 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #72.
Brown Wealth Management first reported a position in SPY in Q2 2023 and has held it in 14 quarters since. The position peaked at $724K in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- Brown Wealth Management held 838 shares of State Street SPDR S&P 500 ETF Trust worth $639K as of Q3 2026.
- Brown Wealth Management sold 131 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $100K.
- State Street SPDR S&P 500 ETF Trust made up 0.14% of Brown Wealth Management's portfolio in Q3 2026, its #72 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 14 quarters since.
- Brown Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $724K in Q2 2026.
- 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.