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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Family Capital Management's SPY Position: Q1 2026 in Review

Family Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, buying an estimated $2.91M and bringing the position to 30,656 shares worth $19.9M. The position accounts for 8.87% of the portfolio, ranked #2.

Family Capital Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Family Capital Management held 30,656 shares of State Street SPDR S&P 500 ETF Trust worth $19.9M as of Q1 2026.
  • Family Capital Management bought 4,279 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.91M.
  • State Street SPDR S&P 500 ETF Trust made up 8.87% of Family Capital Management's portfolio in Q1 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 14 quarters since.
  • 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.