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Morton Brown Family Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Morton Brown Family Wealth’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 		$16.6M Sell
22,163
-53
-0.2% -$38.4K 3.75% 8
2026
Q1 		$14.4M Buy
22,216
+331
+2% +$225K 3.82% 8
2025
Q4 		$14.9M Sell
21,885
-135
-0.6% -$91.2K 4.06% 8
2025
Q3 		$14.7M Sell
22,020
-142
-0.6% -$91K 4.21% 8
2025
Q2 		$13.7M Buy
22,162
+708
+3% +$405K 4.17% 8
2025
Q1 		$12M Buy
21,454
+107
+0.5% +$62.9K 4.08% 8
2024
Q4 		$12.5M Sell
21,347
-812
-4% -$478K 4.36% 7
2024
Q3 		$12.7M Sell
22,159
-94
-0.4% -$52K 4.52% 6
2024
Q2 		$12.3M Sell
22,253
-642
-3% -$336K 4.85% 6
2024
Q1 		$12M Sell
22,895
-519
-2% -$258K 4.94% 7
2023
Q4 		$11.1M Buy
23,414
+130
+0.6% +$57.9K 4.88% 6
2023
Q3 		$9.95M Sell
23,284
-515
-2% -$229K 5.09% 7
2023
Q2 		$10.5M Sell
23,799
-295
-1% -$124K 5.63% 6
2023
Q1 		$9.86M Sell
24,094
-155
-0.6% -$61.8K 5.88% 4
2022
Q4 		$9.27M Buy
24,249
+2,337
+11% +$898K 6.32% 4
2022
Q3 		$7.83M Buy
21,912
+11,779
+116% +$4.68M 6.24% 3
2022
Q2 		$3.82M Sell
10,133
-66
-0.6% -$27K 2.96% 10
2022
Q1 		$4.61M Buy
10,199
+1,050
+11% +$467K 3.48% 8
2021
Q4 		$4.36M Buy
+9,149
New +$4.2M 3.34% 9

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morton Brown Family Wealth's SPY Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q2 2026, selling an estimated $38.4K and leaving 22,163 shares worth $16.6M. The position accounts for 3.75% of the portfolio, ranked #8.

Morton Brown Family Wealth first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Morton Brown Family Wealth held 22,163 shares of State Street SPDR S&P 500 ETF Trust worth $16.6M as of Q2 2026.
  • Morton Brown Family Wealth sold 53 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $38.4K.
  • State Street SPDR S&P 500 ETF Trust made up 3.75% of Morton Brown Family Wealth's portfolio in Q2 2026, its #8 holding.
  • Morton Brown Family Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.