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

CVA 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	$862K	Buy	1,154 +156	+16%	+$113K	0.08%	137
2026 Q1	$649K	Buy	998 +53	+6%	+$36K	0.07%	160
2025 Q4	$644K	Buy	945 +44	+5%	+$29.7K	0.07%	143
2025 Q3	$600K	Sell	901 -317	-26%	-$203K	0.08%	152
2025 Q2	$753K	Sell	1,218 -100	-8%	-$57.2K	0.11%	119
2025 Q1	$737K	Sell	1,318 -170	-11%	-$99.9K	0.11%	119
2024 Q4	$872K	Sell	1,488 -50	-3%	-$29.5K	0.14%	102
2024 Q3	$882K	Buy	1,538 +1	+0.1%	+$553	0.14%	100
2024 Q2	$837K	Hold	1,537	–	–	0.15%	94
2024 Q1	$804K	Buy	1,537 +1	+0.1%	+$498	0.14%	99
2023 Q4	$730K	Buy	1,536 +1	+0.1%	+$445	0.14%	106
2023 Q3	$656K	Buy	1,535 +16	+1%	+$7.12K	0.15%	107
2023 Q2	$673K	Sell	1,519 -97	-6%	-$40.7K	0.14%	102
2023 Q1	$662K	Buy	1,616 +1	+0.1%	+$399	0.15%	102
2022 Q4	$618K	Sell	1,615 -189	-10%	-$72.6K	0.15%	98
2022 Q3	$644K	Buy	1,804 +1	+0.1%	+$397	0.17%	93
2022 Q2	$680K	Buy	1,803 +293	+19%	+$120K	0.18%	88
2022 Q1	$682K	Sell	1,510 -49	-3%	-$21.8K	0.16%	87
2021 Q4	$741K	Sell	1,559 -8	-0.5%	-$3.67K	0.18%	81
2021 Q3	$525K	Sell	1,567 -2	-0.1%	-$882	0.38%	46
2021 Q2	$671K	Buy	1,569 +1	+0.1%	+$417	0.19%	75
2021 Q1	$622K	Hold	1,568	–	–	0.24%	59
2020 Q4	$586K	Buy	1,568 +1	+0.1%	+$355	0.36%	48
2020 Q3	$525K	Hold	1,567	–	–	0.38%	46
2020 Q2	$483K	Buy	1,567 +1	+0.1%	+$293	0.4%	44
2020 Q1	$404K	Sell	1,566 -37	-2%	-$11.3K	0.41%	51
2019 Q4	$516K	Buy	+1,603	New	+$494K	0.48%	43

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

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

CVA Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 1,154 shares worth $862K. The position accounts for 0.08% of the portfolio, ranked #137.

CVA Family Office first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $882K in Q3 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CVA Family Office held 1,154 shares of State Street SPDR S&P 500 ETF Trust worth $862K as of Q2 2026.
CVA Family Office bought 156 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $113K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #137 holding.
CVA Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $882K in Q3 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.