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

Family 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
2025 Q3	–	Sell	-7,000	Closed	-$4.32M	–	275
2025 Q2	$4.32M	Buy	7,000 +4,500	+180%	+$2.57M	0.65%	40
2025 Q1	$1.4M	Buy	+2,500	New	+$1.47M	0.23%	80
2023 Q4	–	Sell	-10,000	Closed	-$4.27M	–	182
2023 Q3	$4.27M	Buy	+10,000	New	+$4.45M	0.97%	26
2022 Q4	–	Sell	-16,500	Closed	-$5.89M	–	187
2022 Q3	$5.89M	Hold	16,500	–	–	1.52%	18
2022 Q2	$6.22M	Buy	+16,500	New	+$6.76M	1.68%	16

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 Management's SPY Position: Q1 2026 in Review

Family Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q1 2026, buying an estimated $10.3M and bringing the position to 58,886 shares worth $38.3M. The position accounts for 4.59% of the portfolio, ranked #3.

Family Management first reported a position in SPY in Q4 2013 and has held it in 40 quarters since. 4,562 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Family Management held 58,886 shares of State Street SPDR S&P 500 ETF Trust worth $38.3M as of Q1 2026.
Family Management bought 15,131 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.3M.
State Street SPDR S&P 500 ETF Trust made up 4.59% of Family Management's portfolio in Q1 2026, its #3 holding.
Family Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 40 quarters since.
4,562 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.