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

Family Capital Trust’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 		$1.1M Sell
1,474
-9
-0.6% -$6.53K 0.36% 47
2026
Q1 		$964K Sell
1,483
-3
-0.2% -$2.04K 0.35% 43
2025
Q4 		$1.01M Sell
1,486
-6
-0.4% -$4.05K 0.33% 41
2025
Q3 		$994K Hold
1,492
– – 0.33% 36
2025
Q2 		$922K Hold
1,492
– – 0.32% 31
2025
Q1 		$835K Hold
1,492
– – 0.3% 33
2024
Q4 		$874K Sell
1,492
-26
-2% -$15.3K 0.3% 31
2024
Q3 		$871K Sell
1,518
-20
-1% -$11.1K 0.28% 30
2024
Q2 		$837K Hold
1,538
– – 0.27% 30
2024
Q1 		$804K Sell
1,538
-7
-0.5% -$3.48K 0.28% 31
2023
Q4 		$734K Hold
1,545
– – 0.23% 32
2023
Q3 		$660K Sell
1,545
-6
-0.4% -$2.67K 0.23% 30
2023
Q2 		$688K Hold
1,551
– – 0.24% 31
2023
Q1 		$635K Sell
1,551
-3
-0.2% -$1.2K 0.25% 31
2022
Q4 		$594K Sell
1,554
-12
-0.8% -$4.61K 0.24% 30
2022
Q3 		$559K Sell
1,566
-5
-0.3% -$1.99K 0.26% 30
2022
Q2 		$593K Sell
1,571
-5
-0.3% -$2.05K 0.24% 31
2022
Q1 		$712K Sell
1,576
-466
-23% -$207K 0.23% 31
2021
Q4 		$970K Sell
2,042
-60
-3% -$27.5K 0.27% 31
2021
Q3 		$902K Sell
2,102
-42
-2% -$18.5K 0.26% 31
2021
Q2 		$918K Sell
2,144
-30
-1% -$12.5K 0.26% 31
2021
Q1 		$862K Sell
2,174
-35
-2% -$13.5K 0.27% 31
2020
Q4 		$826K Sell
2,209
-15
-0.7% -$5.32K 0.26% 31
2020
Q3 		$745K Sell
2,224
-1,210
-35% -$401K 0.24% 31
2020
Q2 		$1.06M Sell
3,434
-156
-4% -$45.7K 0.38% 30
2020
Q1 		$1.06M Sell
3,590
-48
-1% -$14.6K 0.42% 30
2019
Q4 		$1.17M Sell
3,638
-670
-16% -$206K 0.44% 30
2019
Q3 		$1.28M Sell
4,308
-240
-5% -$70.9K 0.52% 29
2019
Q2 		$1.33M Sell
4,548
-986
-18% -$284K 0.53% 29
2019
Q1 		$1.56M Sell
5,534
-61
-1% -$16.6K 0.66% 28
2018
Q4 		$1.4M Sell
5,595
-166
-3% -$44.8K 0.67% 27
2018
Q3 		$1.68M Sell
5,761
-286
-5% -$81.4K 0.7% 26
2018
Q2 		$1.64M Sell
6,047
-238
-4% -$64.3K 0.73% 26
2018
Q1 		$1.65M Sell
6,285
-253
-4% -$69K 0.75% 25
2017
Q4 		$1.75M Sell
6,538
-83
-1% -$21.6K 0.82% 26
2017
Q3 		$1.66M Sell
6,621
-13
-0.2% -$3.21K 0.84% 26
2017
Q2 		$1.6M Sell
6,634
-157
-2% -$37.6K 0.83% 26
2017
Q1 		$1.62M Sell
6,791
-1,025
-13% -$238K 0.86% 26
2016
Q4 		$1.75M Sell
7,816
-757
-9% -$165K 1.01% 25
2016
Q3 		$1.85M Hold
8,573
– – 1.05% 24
2016
Q2 		$1.8M Sell
8,573
-303
-3% -$62.9K 1.06% 24
2016
Q1 		$1.82M Sell
8,876
-4,216
-32% -$823K 1.06% 25
2015
Q4 		$2.67M Sell
13,092
-790
-6% -$162K 1.46% 24
2015
Q3 		$2.66M Sell
13,882
-280
-2% -$56.8K 1.54% 19
2015
Q2 		$2.92M Sell
14,162
-775
-5% -$163K 1.64% 21
2015
Q1 		$3.08M Sell
14,937
-130
-0.9% -$26.8K 1.7% 20
2014
Q4 		$3.1M Sell
15,067
-596
-4% -$120K 1.61% 22
2014
Q3 		$3.09M Sell
15,663
-130
-0.8% -$25.7K 1.7% 20
2014
Q2 		$3.09M Sell
15,793
-512
-3% -$97.3K 1.59% 21
2014
Q1 		$3.05M Buy
16,305
+4,320
+36% +$793K 1.65% 22
2013
Q4 		$2.21M Sell
11,985
-320
-3% -$56.6K 1.21% 25
2013
Q3 		$2.07M Buy
12,305
+345
+3% +$57.8K 1.25% 29
2013
Q2 		$1.92M Buy
+11,960
New +$1.93M 1.22% 30

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Family Capital Trust reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.61% in Q2 2026, selling an estimated $6.53K and leaving 1,474 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #47.

Family Capital Trust first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.1M in Q4 2014. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Family Capital Trust held 1,474 shares of State Street SPDR S&P 500 ETF Trust worth $1.1M as of Q2 2026.
  • Family Capital Trust sold 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
  • State Street SPDR S&P 500 ETF Trust made up 0.36% of Family Capital Trust's portfolio in Q2 2026, its #47 holding.
  • Family Capital Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Family Capital Trust's State Street SPDR S&P 500 ETF Trust position peaked at $3.1M in Q4 2014.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.