Allie Family Office’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Allie Family Office’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-700	Closed	-$2.3K	–	108
2025 Q3	$2.3K	Buy	+700	New	+$449K	﹤0.01%	101
2025 Q2	–	Hold	0	–	–	–	97

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allie Family Office's SPY Position: Q2 2026 in Review

Allie Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 190% in Q2 2026, buying an estimated $98.4M and bringing the position to 207,400 shares worth $51.6M. The position accounts for 19.18% of the portfolio, ranked #1.

Allie Family Office first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.2M in Q2 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Allie Family Office held 207,400 shares of State Street SPDR S&P 500 ETF Trust worth $51.6M as of Q2 2026.
Allie Family Office bought 135,764 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $98.4M.
State Street SPDR S&P 500 ETF Trust made up 19.18% of Allie Family Office's portfolio in Q2 2026, its #1 holding.
Allie Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Allie Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $55.2M in Q2 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.