BROWN BROTHERS HARRIMAN & CO SPY 0S & P 500 DEPOSITARY RECEIPTS COMMON

Ownership history in BROWN BROTHERS HARRIMAN & CO  ·  102 quarters on record

AI Ownership Summary

BROWN BROTHERS HARRIMAN & CO reported 0S & P 500 DEPOSITARY RECEIPTS COMMON (SPY) in 102 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.02% in 2025 Q3. The latest visible filing shows SPY at 0.90% 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 BROTHERS HARRIMAN & CO's position in 0S & P 500 DEPOSITARY RECEIPTS COMMON, 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
2026 Q1

SPY was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 BROTHERS HARRIMAN & CO held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 257,892 +2,850 +1.1% 0.90% $167.7M 2026-05-14 $746.25
2025 Q4 ADDED 255,042 +2,987 +1.2% 0.95% $173.9M 2026-02-12 $677.67
2025 Q3 ADDED 252,055 +620 +0.2% 1.02% $167.9M 2025-11-13 $666.52
2025 Q2 ADDED 251,435 +9,421 +3.9% 1.00% $155.3M 2025-08-11 $628.95
2025 Q1 ADDED 242,014 +13,090 +5.7% 0.95% $135.4M 2025-05-14 $579.44
2024 Q4 ADDED 228,924 +55,882 +32.3% 0.94% $134.2M 2025-02-12 $593.20
2024 Q3 REDUCED 173,042 -2,594 -1.5% 0.67% $99.3M 2024-11-13 $585.17
2024 Q2 REDUCED 175,636 -267 -0.2% 0.72% $95.6M 2024-08-09 $520.66
2024 Q1 ADDED 175,903 +1,663 +1.0% 0.71% $92.0M 2024-05-10 $507.16
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BROWN BROTHERS HARRIMAN & CO 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 BROTHERS HARRIMAN & CO reported owning SPY?

BROWN BROTHERS HARRIMAN & CO reported SPY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPY position in BROWN BROTHERS HARRIMAN & CO's portfolio?

The largest reported portfolio weight for SPY was 1.02% in 2025 Q3.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when BROWN BROTHERS HARRIMAN & CO reported 257,892 shares, equal to 0.90% of portfolio, with an estimated market value of $167.7M.

What does the chart on this SPY ownership page compare?

The chart compares BROWN BROTHERS HARRIMAN & CO'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.

How well did BROWN BROTHERS HARRIMAN & CO time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, BROWN BROTHERS HARRIMAN & CO correctly timed 57 out of 101 reported position changes (56%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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