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

Heritage Family Offices’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	$304K	Sell	407 -17	-4%	-$12.3K	0.12%	151
2026 Q1	$276K	Sell	424 -12	-3%	-$8.16K	0.12%	157
2025 Q4	$297K	Hold	436	–	–	0.14%	144
2025 Q3	$290K	Buy	436 +20	+5%	+$12.8K	0.14%	143
2025 Q2	$231K	Hold	416	–	–	0.12%	158
2025 Q1	$233K	Hold	416	–	–	0.12%	155
2024 Q4	$244K	Hold	416	–	–	0.12%	158
2024 Q3	$239K	Sell	416 -56	-12%	-$31K	0.12%	156
2024 Q2	$257K	Buy	+472	New	+$247K	0.14%	133

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

Heritage Family Offices's SPY Position: Q2 2026 in Review

Heritage Family Offices reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, selling an estimated $12.3K and leaving 407 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #151.

Heritage Family Offices first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Heritage Family Offices held 407 shares of State Street SPDR S&P 500 ETF Trust worth $304K as of Q2 2026.
Heritage Family Offices sold 17 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $12.3K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #151 holding.
Heritage Family Offices first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.