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

Capitol 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 		– Sell
-1
Closed -$682 – 49
2026
Q1 		$682 Hold
1
– – ﹤0.01% 48
2025
Q4 		$682 Hold
1
– – ﹤0.01% 48
2025
Q3 		$666 Sell
1
-16
-94% -$10.3K ﹤0.01% 47
2025
Q2 		$10.5K Hold
17
– – 0.01% 44
2025
Q1 		$9.51K Buy
+17
New +$9.99K 0.01% 43

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Capitol Family Office sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 1 share — an estimated $682 sold.

Capitol Family Office first reported a position in SPY in Q1 2025 and held it in 5 quarters. The position peaked at $10.5K in Q2 2025. 2,904 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Capitol Family Office reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Capitol Family Office sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $682.
  • Capitol Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and held it in 5 quarters.
  • Capitol Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $10.5K in Q2 2025.
  • 2,904 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.