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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Callan Family Office's SPY Position: Q1 2026 in Review

Callan Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $521K and bringing the position to 53,356 shares worth $34.7M. The position accounts for 0.79% of the portfolio, ranked #17.

Callan Family Office first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.9M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Callan Family Office held 53,356 shares of State Street SPDR S&P 500 ETF Trust worth $34.7M as of Q1 2026.
Callan Family Office bought 766 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $521K.
State Street SPDR S&P 500 ETF Trust made up 0.79% of Callan Family Office's portfolio in Q1 2026, its #17 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 14 quarters since.
Callan Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $35.9M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.