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 Q2	$408K	Sell	546 -544	-50%	-$394K	0.12%	73
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 $1.81T 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

Left Brain Wealth Management's SPY Position: Q2 2026 in Review

Left Brain Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q2 2026, selling an estimated $394K and leaving 546 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #73.

Left Brain Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $870K in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Left Brain Wealth Management held 546 shares of State Street SPDR S&P 500 ETF Trust worth $408K as of Q2 2026.
Left Brain Wealth Management sold 544 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $394K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Left Brain Wealth Management's portfolio in Q2 2026, its #73 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 15 quarters since.
Left Brain Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $870K in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.