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

Family Office Research’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	$1.62M	Hold	2,164	–	–	0.61%	26
2026 Q1	$1.41M	Buy	2,164 +2	+0.1%	+$1.36K	0.61%	24
2025 Q4	$1.49M	Buy	2,162 +93	+4%	+$62.9K	0.61%	25
2025 Q3	$1.38M	Buy	2,069 +1	+0%	+$641	0.6%	24
2025 Q2	$1.28M	Hold	2,068	–	–	0.6%	23
2025 Q1	$1.16M	Buy	2,068 +7	+0.3%	+$4.11K	0.56%	24
2024 Q4	$1.21M	Buy	+2,061	New	+$1.21M	0.53%	26

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Family Office Research's SPY Position: Q2 2026 in Review

Family Office Research held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,164 shares worth $1.62M. The position accounts for 0.61% of the portfolio, ranked #26.

Family Office Research first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Family Office Research held 2,164 shares of State Street SPDR S&P 500 ETF Trust worth $1.62M as of Q2 2026.
Family Office Research left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Family Office Research's portfolio in Q2 2026, its #26 holding.
Family Office Research first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.