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

Left Brain 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 Q1	$709K	Hold	1,090	–	–	0.28%	47
2025 Q4	$743K	Sell	1,090 -216	-17%	-$146K	0.26%	48
2025 Q3	$870K	Hold	1,306	–	–	0.27%	53
2025 Q2	$807K	Hold	1,306	–	–	0.28%	53
2025 Q1	$731K	Hold	1,306	–	–	0.32%	49
2024 Q4	$765K	Sell	1,306 -124	-9%	-$73.1K	0.29%	50
2024 Q3	$820K	Buy	1,430 +24	+2%	+$13.3K	0.38%	50
2024 Q2	$765K	Hold	1,406	–	–	0.36%	48
2024 Q1	$735K	Hold	1,406	–	–	0.36%	47
2023 Q4	$668K	Sell	1,406 -479	-25%	-$213K	0.39%	52
2023 Q3	$806K	Hold	1,885	–	–	0.5%	48
2023 Q2	$836K	Hold	1,885	–	–	0.51%	50
2023 Q1	$784K	Hold	1,885	–	–	0.53%	48
2022 Q4	$721K	Buy	+1,885	New	+$725K	0.54%	44

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

Left Brain Wealth Management's SPY Position: Q1 2026 in Review

Left Brain Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,090 shares worth $709K. The position accounts for 0.28% of the portfolio, ranked #47.

Left Brain Wealth Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $870K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Left Brain Wealth Management held 1,090 shares of State Street SPDR S&P 500 ETF Trust worth $709K as of Q1 2026.
Left Brain Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Left Brain Wealth Management's portfolio in Q1 2026, its #47 holding.
Left Brain Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Left Brain Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $870K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.