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

Aurelius 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
2026 Q2	$3.4M	Buy	4,556 +225	+5%	+$163K	1.34%	17
2026 Q1	$2.82M	Sell	4,331 -300	-6%	-$204K	1.22%	17
2025 Q4	$3.18M	Sell	4,631 -7	-0.2%	-$4.73K	1.37%	16
2025 Q3	$3.09M	Sell	4,638 -39	-0.8%	-$25K	1.37%	16
2025 Q2	$2.89M	Sell	4,677 -13	-0.3%	-$7.43K	1.37%	16
2025 Q1	$2.62M	Sell	4,690 -16	-0.3%	-$9.4K	1.33%	16
2024 Q4	$2.76M	Buy	+4,706	New	+$2.77M	1.39%	17

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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

Aurelius Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q2 2026, buying an estimated $163K and bringing the position to 4,556 shares worth $3.4M. The position accounts for 1.34% of the portfolio, ranked #17.

Aurelius Family Office first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Aurelius Family Office held 4,556 shares of State Street SPDR S&P 500 ETF Trust worth $3.4M as of Q2 2026.
Aurelius Family Office bought 225 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $163K.
State Street SPDR S&P 500 ETF Trust made up 1.34% of Aurelius Family Office's portfolio in Q2 2026, its #17 holding.
Aurelius Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.