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 $1.81T 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 Management's SPY Position: Q2 2026 in Review

Family Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q2 2026, selling an estimated $11.4M and leaving 43,190 shares worth $32.3M. The position accounts for 3.31% of the portfolio, ranked #8.

Family Management first reported a position in SPY in Q4 2013 and has held it in 41 quarters since. The position peaked at $38.3M in Q1 2026. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Family Management held 43,190 shares of State Street SPDR S&P 500 ETF Trust worth $32.3M as of Q2 2026.
Family Management sold 15,696 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $11.4M.
State Street SPDR S&P 500 ETF Trust made up 3.31% of Family Management's portfolio in Q2 2026, its #8 holding.
Family Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 41 quarters since.
Family Management's State Street SPDR S&P 500 ETF Trust position peaked at $38.3M in Q1 2026.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.