Ownership history in Brickley Wealth Management · 30 quarters on record
This page tracks every 13F SEC filing in which Brickley Wealth Management reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 34,863 | — | 0% | 4.01% | $23.8M | $680.06 |
| 2025 Q3 | ADDED | 34,863 | +190 | +0.5% | 4.05% | $23.2M | $662.41 |
| 2025 Q2 | REDUCED | 34,673 | -2,591 | -7.0% | 4.19% | $21.4M | $612.65 |
| 2025 Q1 | REDUCED | 37,264 | -1,917 | -4.9% | 4.32% | $20.8M | $553.05 |
| 2024 Q4 | UNCHANGED | 39,181 | — | 0% | 4.66% | $23.0M | $577.70 |
| 2024 Q3 | REDUCED | 39,181 | -1,414 | -3.5% | 4.59% | $22.5M | $563.66 |
| 2024 Q2 | UNCHANGED | 40,595 | — | 0% | 4.84% | $22.1M | $533.00 |
| 2024 Q1 | UNCHANGED | 40,595 | — | 0% | 4.87% | $21.2M | $510.64 |
| 2023 Q4 | UNCHANGED | 40,595 | — | 0% | 4.66% | $19.3M | $462.58 |
| 2023 Q3 | ADDED | 40,595 | +1,851 | +4.8% | 4.63% | $17.4M | $414.35 |
As of 2025 Q4 — sorted by position size