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Bryant Woods Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bryant Woods Investment Advisors’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 		$839K Hold
1,124
– – 0.23% 45
2026
Q1 		$731K Hold
1,124
– – 0.27% 33
2025
Q4 		$766K Hold
1,124
– – 0.3% 29
2025
Q3 		$749K Sell
1,124
-7
-0.6% -$4.49K 0.29% 31
2025
Q2 		$699K Sell
1,131
-120
-10% -$68.6K 0.3% 32
2025
Q1 		$700K Hold
1,251
– – 0.34% 32
2024
Q4 		$733K Hold
1,251
– – 0.36% 29
2024
Q3 		$718K Buy
1,251
+14
+1% +$7.74K 0.37% 26
2024
Q2 		$529K Sell
1,237
-82
-6% -$42.9K 0.38% 26
2024
Q1 		$690K Buy
1,319
+17
+1% +$8.46K 0.41% 25
2023
Q4 		$619K Buy
1,302
+65
+5% +$29K 0.39% 27
2023
Q3 		$529K Sell
1,237
-131
-10% -$58.3K 0.38% 26
2023
Q2 		$606K Hold
1,368
– – 0.43% 27
2023
Q1 		$560K Hold
1,368
– – 0.43% 26
2022
Q4 		$523K Hold
1,368
– – 0.44% 26
2022
Q3 		$489K Sell
1,368
-26
-2% -$10.3K 0.46% 25
2022
Q2 		$526K Sell
1,394
-61
-4% -$25K 0.5% 25
2022
Q1 		$657K Sell
1,455
-42
-3% -$18.7K 0.53% 23
2021
Q4 		$710K Buy
+1,497
New +$687K 0.55% 23

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Bryant Woods Investment Advisors's SPY Position: Q2 2026 in Review

Bryant Woods Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,124 shares worth $839K. The position accounts for 0.23% of the portfolio, ranked #45.

Bryant Woods Investment Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Bryant Woods Investment Advisors held 1,124 shares of State Street SPDR S&P 500 ETF Trust worth $839K as of Q2 2026.
  • Bryant Woods Investment Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.23% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Bryant Woods Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.