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

Family CFO’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 Q1	–	Sell	-116	Closed	-$79.1K	–	79
2025 Q4	$79.1K	Buy	+116	New	+$78.4K	0.04%	52
2025 Q3	–	Sell	-192	Closed	-$119K	–	74
2025 Q2	$119K	Hold	192	–	–	0.06%	45
2025 Q1	$107K	Hold	192	–	–	0.06%	43
2024 Q4	$113K	Buy	192 +51	+36%	+$30K	0.06%	41
2024 Q3	$80.9K	Buy	+141	New	+$78K	0.05%	42

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family CFO's SPY Position: Q1 2026 in Review

Family CFO sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 116 shares — an estimated $79.1K sold.

Family CFO first reported a position in SPY in Q3 2024 and held it in 5 quarters. The position peaked at $119K in Q2 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Family CFO reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Family CFO sold 116 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $79.1K.
Family CFO first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 5 quarters.
Family CFO's State Street SPDR S&P 500 ETF Trust position peaked at $119K in Q2 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.