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

Family Capital Management’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	$22.9M	Sell	30,607 -49	-0.2%	-$35.5K	8.86%	2
2026 Q1	$19.9M	Buy	30,656 +4,279	+16%	+$2.91M	8.87%	2
2025 Q4	$18M	Buy	26,377 +894	+4%	+$604K	7.99%	3
2025 Q3	$17M	Buy	25,483 +188	+0.7%	+$121K	8.11%	3
2025 Q2	$15.6M	Buy	25,295 +1,489	+6%	+$851K	8.19%	2
2025 Q1	$13.3M	Buy	23,806 +1,277	+6%	+$751K	8.21%	3
2024 Q4	$13.2M	Buy	22,529 +1,070	+5%	+$630K	7.97%	4
2024 Q3	$12.3M	Buy	21,459 +979	+5%	+$541K	7.93%	5
2024 Q2	$11.1M	Buy	20,480 +392	+2%	+$205K	7.6%	6
2024 Q1	$10.5M	Sell	20,088 -704	-3%	-$350K	7.32%	6
2023 Q4	$9.88M	Buy	20,792 +5,923	+40%	+$2.64M	7.01%	5
2023 Q3	$6.36M	Buy	14,869 +906	+6%	+$403K	4.2%	9
2023 Q2	$6.19M	Buy	13,963 +570	+4%	+$239K	3.86%	9
2023 Q1	$5.48M	Buy	13,393 +311	+2%	+$124K	2.37%	11
2022 Q4	$5M	Buy	+13,082	New	+$5.03M	3.3%	7

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

Family Capital Management's SPY Position: Q2 2026 in Review

Family Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q2 2026, selling an estimated $35.5K and leaving 30,607 shares worth $22.9M. The position accounts for 8.86% of the portfolio, ranked #2.

Family Capital Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Family Capital Management held 30,607 shares of State Street SPDR S&P 500 ETF Trust worth $22.9M as of Q2 2026.
Family Capital Management sold 49 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $35.5K.
State Street SPDR S&P 500 ETF Trust made up 8.86% of Family Capital Management's portfolio in Q2 2026, its #2 holding.
Family Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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