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: 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.