SEC 13F Intelligence

Briggs Wealth Management, Inc / SPY

Briggs Wealth Management, Inc’s State Str Spdr S&P 500 Etf T Position

Does Briggs Wealth Management, Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes5.7K shares worth $4M (+3.93% of its 13F portfolio) as of Q1 2026, down from 5.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.7K
% of Portfolio
+3.93%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.7K$4M+3.93%
Q4 20255.8K$4M+4.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Briggs Wealth Management, Inc’s full portfolio or all institutional holders of SPY.