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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Burford Brothers's SPY Position: Q1 2026 in Review

Burford Brothers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2026, selling an estimated $596K and leaving 3,971 shares worth $2.58M. The position accounts for 1.06% of the portfolio, ranked #23.

Burford Brothers first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Burford Brothers held 3,971 shares of State Street SPDR S&P 500 ETF Trust worth $2.58M as of Q1 2026.
Burford Brothers sold 876 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $596K.
State Street SPDR S&P 500 ETF Trust made up 1.06% of Burford Brothers's portfolio in Q1 2026, its #23 holding.
Burford Brothers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's State Street SPDR S&P 500 ETF Trust position peaked at $3.31M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.