Brophy Wealth Management, LLC

SEC CIK: 0002032097
Latest filing: Nov 15, 2024

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Brophy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q3 2024 holdings

Shares (Q3 2024): 1,761
Value: $1.01M
% of portfolio: 0.4%
Quarters held: 1; Since Q3 2024

Holdings of SPY by Brophy Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	1,761	$1.01M	0.4%	–	No prior filing	Holders