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

Fiduciary Family Office’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	$2.26M	Buy	3,029 +1	+0%	+$725	0.57%	38
2026 Q1	$1.97M	Buy	3,028 +14	+0.5%	+$9.52K	0.56%	36
2025 Q4	$2.06M	Buy	3,014 +6	+0.2%	+$4.05K	0.59%	32
2025 Q3	$2M	Buy	3,008 +5	+0.2%	+$3.21K	0.57%	31
2025 Q2	$1.86M	Hold	3,003	–	–	0.61%	27
2025 Q1	$1.68M	Buy	3,003 +2,025	+207%	+$1.19M	0.56%	32
2024 Q4	$573K	Sell	978 -2,377	-71%	-$1.4M	0.17%	30
2024 Q3	$1.92M	Sell	3,355 -152	-4%	-$84K	0.64%	29
2024 Q2	$1.91M	Buy	3,507 +397	+13%	+$208K	0.75%	27
2024 Q1	$1.63M	Sell	3,110 -375	-11%	-$187K	0.64%	37
2023 Q4	$1.66M	Buy	+3,485	New	+$1.55M	0.72%	23

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

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

Fiduciary Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q2 2026, buying an estimated $725 and bringing the position to 3,029 shares worth $2.26M. The position accounts for 0.57% of the portfolio, ranked #38.

Fiduciary Family Office first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fiduciary Family Office held 3,029 shares of State Street SPDR S&P 500 ETF Trust worth $2.26M as of Q2 2026.
Fiduciary Family Office bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.57% of Fiduciary Family Office's portfolio in Q2 2026, its #38 holding.
Fiduciary Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.