SPY SPDR S&P 500 ETF TR UNIT SER 1 S&P

Ownership history in BROWN ADVISORY INC  ·  69 quarters on record

AI Ownership Summary

BROWN ADVISORY INC reported SPDR S&P 500 ETF TR UNIT SER 1 S&P (SPY) in 69 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.87% in 2025 Q4. The latest visible filing shows SPY at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN ADVISORY INC's position in SPDR S&P 500 ETF TR UNIT SER 1 S&P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN ADVISORY INC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 919,437 +170,031 +22.7% 0.87% $627.0M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 749,406 +111,513 +17.5% 0.65% $499.2M 2025-11-14 $668.13
2025 Q2 ADDED 637,893 +5,309 +0.8% 0.52% $394.1M 2025-08-13 $639.47
2025 Q1 ADDED 632,584 +19,540 +3.2% 0.51% $353.9M 2025-04-30 $548.26
2024 Q4 ADDED 613,044 +36,565 +6.3% 0.46% $359.3M 2025-02-14 $600.98
2024 Q3 REDUCED 576,479 -3,664 -0.6% 0.42% $330.8M 2024-11-13 $586.68
2024 Q2 ADDED 580,143 +59,279 +11.4% 0.41% $315.7M 2024-08-14 $532.54
2024 Q1 REDUCED 520,864 -3,496 -0.7% 0.36% $272.4M 2024-04-24 $493.40
2023 Q4 ADDED 524,360 +19,812 +3.9% 0.35% $249.2M 2024-02-08 $484.97
2023 Q3 ADDED 504,548 +4,190 +0.8% 0.35% $215.7M 2023-10-25 $404.73
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BROWN ADVISORY INC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN ADVISORY INC reported owning SPY?

BROWN ADVISORY INC reported SPY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPY position in BROWN ADVISORY INC's portfolio?

The largest reported portfolio weight for SPY was 0.87% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when BROWN ADVISORY INC reported 919,437 shares, equal to 0.87% of portfolio, with an estimated market value of $627.0M.

What does the chart on this SPY ownership page compare?

The chart compares BROWN ADVISORY INC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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