Mcbroom & Associates, LLC / SPY
Mcbroom & Associates, LLC’s State Str Spdr S&P 500 Etf T Position
Does Mcbroom & Associates, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 3.2K shares worth $2M (+1.17% of its 13F portfolio) as of Q1 2026, down from 3.5K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
3.2K
% of Portfolio
+1.17%
Quarters Held
18
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.2K | $2M | +1.17% |
| Q4 2025 | 3.5K | $2M | +1.15% |
| Q3 2025 | 3.4K | $2M | +1.07% |
| Q2 2025 | 3.5K | $2M | +1.10% |
| Q1 2025 | 3.5K | $2M | +1.10% |
| Q4 2024 | 3.7K | $2M | +1.22% |
| Q3 2024 | 3.7K | $2M | +1.30% |
| Q2 2024 | 3.7K | $2M | +1.27% |
| Q1 2024 | 3.8K | $2M | +1.30% |
| Q4 2023 | 3.9K | $2M | +1.34% |
| Q3 2023 | 3.7K | $2M | +1.26% |
| Q2 2023 | 3.4K | $2M | +1.19% |
| Q1 2023 | 3.2K | $1M | +1.19% |
| Q4 2022 | 3.7K | $1M | +1.55% |
| Q3 2022 | 4.6K | $2M | +1.86% |
| Q2 2022 | 4.9K | $2M | +2.02% |
| Q1 2022 | 5.2K | $2M | +2.06% |
| Q4 2021 | 4.8K | $2M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcbroom & Associates, LLC’s full portfolio or all institutional holders of SPY.