Burford Brothers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Burford Brothers’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	$2.91M	Sell	3,892 -79	-2%	-$57.3K	1.07%	20
2026 Q1	$2.58M	Sell	3,971 -876	-18%	-$596K	1.06%	23
2025 Q4	$3.31M	Buy	4,847 +892	+23%	+$603K	1.36%	17
2025 Q3	$2.63M	Sell	3,955 -2	-0.1%	-$1.28K	1.13%	19
2025 Q2	$2.44M	Buy	3,957 +3,128	+377%	+$1.79M	1.12%	17
2025 Q1	$464K	Buy	829 +157	+23%	+$92.3K	0.23%	101
2024 Q4	$394K	Hold	672	–	–	0.19%	108
2024 Q3	$386K	Hold	672	–	–	0.2%	110
2024 Q2	$366K	Hold	672	–	–	0.21%	108
2024 Q1	$352K	Sell	672 -1,014	-60%	-$505K	0.23%	111
2023 Q4	$801K	Buy	+1,686	New	+$751K	0.57%	46

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Burford Brothers's SPY Position: Q2 2026 in Review

Burford Brothers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $57.3K and leaving 3,892 shares worth $2.91M. The position accounts for 1.07% of the portfolio, ranked #20.

Burford Brothers first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2025. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Burford Brothers held 3,892 shares of State Street SPDR S&P 500 ETF Trust worth $2.91M as of Q2 2026.
Burford Brothers sold 79 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $57.3K.
State Street SPDR S&P 500 ETF Trust made up 1.07% of Burford Brothers's portfolio in Q2 2026, its #20 holding.
Burford Brothers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's State Street SPDR S&P 500 ETF Trust position peaked at $3.31M in Q4 2025.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.