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

Callan 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	$39.9M	Buy	53,392 +36	+0.1%	+$26.1K	0.78%	21
2026 Q1	$34.7M	Buy	53,356 +766	+1%	+$521K	0.79%	17
2025 Q4	$35.9M	Buy	52,590 +1,487	+3%	+$1.01M	0.77%	18
2025 Q3	$34M	Sell	51,103 -1,157	-2%	-$742K	1.09%	13
2025 Q2	$32.3M	Sell	52,260 -460	-0.9%	-$263K	1.02%	15
2025 Q1	$29.5M	Buy	52,720 +1,250	+2%	+$735K	2.21%	6
2024 Q4	$30.2M	Sell	51,470 -6,185	-11%	-$3.64M	1.92%	8
2024 Q3	$33.1M	Sell	57,655 -4,467	-7%	-$2.47M	5.56%	3
2024 Q2	$33.8M	Buy	62,122 +10,150	+20%	+$5.31M	6.49%	3
2024 Q1	$27.2M	Buy	51,972 +1,618	+3%	+$806K	6.37%	3
2023 Q4	$23.9M	Sell	50,354 -6,256	-11%	-$2.79M	5.91%	4
2023 Q3	$24.2M	Buy	56,610 +8,777	+18%	+$3.9M	6.44%	3
2023 Q2	$21.2M	Sell	47,833 -2,504	-5%	-$1.05M	5.59%	5
2023 Q1	$20.6M	Buy	50,337 +3,163	+7%	+$1.26M	5%	5
2022 Q4	$18M	Buy	+47,174	New	+$18.1M	5.82%	5

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

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

Callan Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q2 2026, buying an estimated $26.1K and bringing the position to 53,392 shares worth $39.9M. The position accounts for 0.78% of the portfolio, ranked #21.

Callan Family Office first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Callan Family Office held 53,392 shares of State Street SPDR S&P 500 ETF Trust worth $39.9M as of Q2 2026.
Callan Family Office bought 36 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26.1K.
State Street SPDR S&P 500 ETF Trust made up 0.78% of Callan Family Office's portfolio in Q2 2026, its #21 holding.
Callan Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.