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

Fortitude 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	$1.42M	Hold	1,900	–	–	0.28%	57
2026 Q1	$1.24M	Hold	1,900	–	–	0.28%	59
2025 Q4	$1.3M	Hold	1,900	–	–	0.3%	63
2025 Q3	$1.27M	Sell	1,900 -400	-17%	-$256K	0.34%	59
2025 Q2	$1.42M	Buy	+2,300	New	+$1.31M	0.47%	44

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Fortitude Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q2 2026, buying an estimated $725 and bringing the position to 765 shares worth $571K. The position accounts for 0.11% of the portfolio, ranked #85.

Fortitude Family Office first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fortitude Family Office held 765 shares of State Street SPDR S&P 500 ETF Trust worth $571K as of Q2 2026.
Fortitude 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 0.11% of Fortitude Family Office's portfolio in Q2 2026, its #85 holding.
Fortitude 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.
2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.