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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$117K 236
2024
Q4
$117K Buy
+200
New +$118K 0.03% 66

Other funds holding SPY

Fiduciary Family Office's SPY Position: Q1 2026 in Review

Fiduciary Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.46% in Q1 2026, buying an estimated $9.52K and bringing the position to 3,028 shares worth $1.97M. The position accounts for 0.56% of the portfolio, ranked #36.

Fiduciary Family Office first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.06M in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Fiduciary Family Office held 3,028 shares of State Street SPDR S&P 500 ETF Trust worth $1.97M as of Q1 2026.
  • Fiduciary Family Office bought 14 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $9.52K.
  • State Street SPDR S&P 500 ETF Trust made up 0.56% of Fiduciary Family Office's portfolio in Q1 2026, its #36 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 10 quarters since.
  • Fiduciary Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q4 2025.
  • 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.