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

Custos 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
2022 Q4	–	Sell	-4,500	Closed	-$344K	–	41
2022 Q3	$344K	Hold	4,500	–	–	0.34%	16
2022 Q2	$301K	Buy	+4,500	New	+$1.84M	0.27%	16
2022 Q1	–	Sell	-5,000	Closed	-$2.25M	–	35
2021 Q4	$2.25M	Buy	+5,000	New	+$2.3M	2.02%	12

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

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

Custos Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q2 2026, buying an estimated $4.35K and bringing the position to 5,521 shares worth $4.12M. The position accounts for 2.47% of the portfolio, ranked #13.

Custos Family Office first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.4M in Q2 2024. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Custos Family Office held 5,521 shares of State Street SPDR S&P 500 ETF Trust worth $4.12M as of Q2 2026.
Custos Family Office bought 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 2.47% of Custos Family Office's portfolio in Q2 2026, its #13 holding.
Custos Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Custos Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $13.4M in Q2 2024.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.