Boston Family Office’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.7M | Sell |
44,183
-6,510
| -13% | -$4.43M | 1.91% | 9 |
|
|
2025
Q4 | $34.6M | Buy |
50,693
+1,701
| +3% | +$1.15M | 2.19% | 7 |
|
|
2025
Q3 | $32.6M | Sell |
48,992
-120
| -0.2% | -$76.9K | 2.08% | 7 |
|
|
2025
Q2 | $30.3M | Sell |
49,112
-293
| -0.6% | -$167K | 2.02% | 8 |
|
|
2025
Q1 | $27.6M | Sell |
49,405
-1,937
| -4% | -$1.14M | 1.96% | 10 |
|
|
2024
Q4 | $30.1M | Sell |
51,342
-6,051
| -11% | -$3.57M | 2.07% | 8 |
|
|
2024
Q3 | $32.9M | Sell |
57,393
-161
| -0.3% | -$89K | 2.23% | 6 |
|
|
2024
Q2 | $31.3M | Sell |
57,554
-16,134
| -22% | -$8.44M | 2.26% | 6 |
|
|
2024
Q1 | $38.5M | Sell |
73,688
-133
| -0.2% | -$66.2K | 2.77% | 5 |
|
|
2023
Q4 | $35.1M | Buy |
73,821
+1,604
| +2% | +$715K | 2.64% | 6 |
|
|
2023
Q3 | $30.9M | Sell |
72,217
-300
| -0.4% | -$133K | 2.53% | 5 |
|
|
2023
Q2 | $32.1M | Sell |
72,517
-6,129
| -8% | -$2.57M | 2.46% | 6 |
|
|
2023
Q1 | $32.2M | Sell |
78,646
-499
| -0.6% | -$199K | 2.58% | 5 |
|
|
2022
Q4 | $30.3M | Buy |
79,145
+314
| +0.4% | +$121K | 2.51% | 4 |
|
|
2022
Q3 | $28.2M | Buy |
78,831
+1,514
| +2% | +$601K | 2.5% | 4 |
|
|
2022
Q2 | $29.2M | Buy |
77,317
+530
| +0.7% | +$217K | 2.44% | 4 |
|
|
2022
Q1 | $34.7M | Sell |
76,787
-970
| -1% | -$432K | 2.47% | 5 |
|
|
2021
Q4 | $36.9M | Sell |
77,757
-10
| -0% | -$4.59K | 2.4% | 6 |
|
|
2021
Q3 | $33.4M | Sell |
77,767
-193
| -0.2% | -$85.1K | 2.42% | 6 |
|
|
2021
Q2 | $33.4M | Buy |
77,960
+488
| +0.6% | +$204K | 2.38% | 6 |
|
|
2021
Q1 | $30.8M | Sell |
77,472
-498
| -0.6% | -$192K | 2.31% | 6 |
|
|
2020
Q4 | $29.2M | Buy |
77,970
+137
| +0.2% | +$48.6K | 2.24% | 7 |
|
|
2020
Q3 | $26.1M | Buy |
77,833
+1,330
| +2% | +$441K | 2.37% | 7 |
|
|
2020
Q2 | $23.6M | Sell |
76,503
-902
| -1% | -$264K | 2.29% | 7 |
|
|
2020
Q1 | $20M | Sell |
77,405
-1,344
| -2% | -$410K | 2.36% | 7 |
|
|
2019
Q4 | $25.3M | Buy |
78,749
+537
| +0.7% | +$165K | 2.41% | 5 |
|
|
2019
Q3 | $23.2M | Buy |
78,212
+1,915
| +3% | +$566K | 2.41% | 3 |
|
|
2019
Q2 | $22.4M | Sell |
76,297
-493
| -0.6% | -$142K | 2.32% | 5 |
|
|
2019
Q1 | $21.7M | Sell |
76,790
-475
| -0.6% | -$129K | 2.34% | 4 |
|
|
2018
Q4 | $19.3M | Sell |
77,265
-138
| -0.2% | -$37.2K | 2.4% | 3 |
|
|
2018
Q3 | $22.5M | Sell |
77,403
-424
| -0.5% | -$121K | 2.37% | 3 |
|
|
2018
Q2 | $21.1M | Buy |
77,827
+80
| +0.1% | +$21.6K | 2.39% | 2 |
|
|
2018
Q1 | $20.5M | Sell |
77,747
-2,925
| -4% | -$798K | 2.33% | 2 |
|
|
2017
Q4 | $21.5M | Sell |
80,672
-2,794
| -3% | -$727K | 2.36% | 3 |
|
|
2017
Q3 | $21M | Buy |
83,466
+630
| +0.8% | +$155K | 2.38% | 2 |
|
|
2017
Q2 | $20M | Sell |
82,836
-113
| -0.1% | -$27.1K | 2.37% | 3 |
|
|
2017
Q1 | $19.6M | Buy |
82,949
+15
| +0% | +$3.48K | 2.4% | 3 |
|
|
2016
Q4 | $18.5M | Buy |
82,934
+388
| +0.5% | +$84.8K | 2.41% | 3 |
|
|
2016
Q3 | $17.9M | Buy |
82,546
+818
| +1% | +$177K | 2.31% | 3 |
|
|
2016
Q2 | $17.1M | Buy |
81,728
+1,396
| +2% | +$290K | 2.22% | 3 |
|
|
2016
Q1 | $16.5M | Sell |
80,332
-10,614
| -12% | -$2.07M | 2.18% | 4 |
|
|
2015
Q4 | $18.5M | Sell |
90,946
-11,823
| -12% | -$2.43M | 2.54% | 1 |
|
|
2015
Q3 | $19.7M | Buy |
102,769
+5
| +0% | +$1.01K | 2.74% | 1 |
|
|
2015
Q2 | $21.2M | Buy |
102,764
+11,185
| +12% | +$2.35M | 2.66% | 3 |
|
|
2015
Q1 | $18.9M | Buy |
91,579
+1,043
| +1% | +$215K | 2.35% | 2 |
|
|
2014
Q4 | $18.6M | Sell |
90,536
-6,665
| -7% | -$1.34M | 2.32% | 5 |
|
|
2014
Q3 | $19.2M | Sell |
97,201
-910
| -0.9% | -$180K | 2.46% | 4 |
|
|
2014
Q2 | $19.2M | Buy |
98,111
+369
| +0.4% | +$70.2K | 2.44% | 4 |
|
|
2014
Q1 | $18.3M | Sell |
97,742
-765
| -0.8% | -$140K | 2.43% | 3 |
|
|
2013
Q4 | $18.2M | Sell |
98,507
-2,260
| -2% | -$400K | 2.4% | 3 |
|
|
2013
Q3 | $16.9M | Sell |
100,767
-816
| -0.8% | -$137K | 2.41% | 3 |
|
|
2013
Q2 | $16.3M | Buy |
+101,583
| New | +$16.4M | 2.47% | 4 |
|
Other funds holding SPY
Boston Family Office's SPY Position: Q1 2026 in Review
Boston Family Office reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, selling an estimated $4.43M and leaving 44,183 shares worth $28.7M. The position accounts for 1.91% of the portfolio, ranked #9.
Boston Family Office first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.5M in Q1 2024. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Boston Family Office held 44,183 shares of State Street SPDR S&P 500 ETF Trust worth $28.7M as of Q1 2026.
- Boston Family Office sold 6,510 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.43M.
- State Street SPDR S&P 500 ETF Trust made up 1.91% of Boston Family Office's portfolio in Q1 2026, its #9 holding.
- Boston Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- Boston Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $38.5M in Q1 2024.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.