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

Independent 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 Q1	$30.1M	Sell	46,213 -7	-0%	-$4.76K	12.37%	2
2025 Q4	$31.5M	Hold	46,220	–	–	13.16%	1
2025 Q3	$30.8M	Sell	46,220 -1,412	-3%	-$905K	13.03%	1
2025 Q2	$29.4M	Hold	47,632	–	–	13.64%	1
2025 Q1	$26.6M	Buy	47,632 +82	+0.2%	+$48.2K	14.01%	1
2024 Q4	$27.9M	Buy	47,550 +76	+0.2%	+$44.8K	14.48%	1
2024 Q3	$27.2M	Buy	47,474 +5,322	+13%	+$2.94M	13.67%	1
2024 Q2	$22.9M	Sell	42,152 -6,520	-13%	-$3.41M	13.09%	2
2024 Q1	$25.5M	Buy	48,672 +4	+0%	+$1.99K	13.66%	1
2023 Q4	$23.1M	Buy	48,668 +1,531	+3%	+$682K	13.09%	2
2023 Q3	$20.1M	Buy	47,137 +953	+2%	+$424K	12.59%	2
2023 Q2	$20.5M	Buy	46,184 +1,886	+4%	+$792K	12.4%	2
2023 Q1	$18.1M	Sell	44,298 -882	-2%	-$352K	10.46%	2
2022 Q4	$17.3M	Sell	45,180 -118,709	-72%	-$45.6M	10.38%	2
2022 Q3	$58.5M	Buy	163,889 +122,605	+297%	+$48.7M	28.86%	1
2022 Q2	$6.96K	Sell	41,284 -340,489	-89%	-$139M	3.43%	5
2022 Q1	$172M	Buy	381,773 +70,434	+23%	+$31.4M	56.38%	1
2021 Q4	$148M	Sell	311,339 -229	-0.1%	-$105K	55.83%	1
2021 Q3	$134M	Sell	311,568 -2,354	-0.7%	-$1.04M	54.95%	1
2021 Q2	$134M	Sell	313,922 -2,838	-0.9%	-$1.18M	52.43%	1
2021 Q1	$126M	Buy	316,760 +2,271	+0.7%	+$876K	49.3%	1
2020 Q4	$118M	Buy	314,489 +3,068	+1%	+$1.09M	49.12%	1
2020 Q3	$104M	Buy	311,421 +1,821	+0.6%	+$604K	49.47%	1
2020 Q2	$95.5M	Buy	309,600 +6,551	+2%	+$1.92M	49.46%	1
2020 Q1	$78.1M	Buy	303,049 +77,649	+34%	+$23.7M	48.6%	1
2019 Q4	$72.5M	Buy	+225,400	New	+$69.4M	45.55%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Independent Family Office reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.02% in Q1 2026, selling an estimated $4.76K and leaving 46,213 shares worth $30.1M. The position accounts for 12.37% of the portfolio, ranked #2.

Independent Family Office first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $172M in Q1 2022. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Independent Family Office held 46,213 shares of State Street SPDR S&P 500 ETF Trust worth $30.1M as of Q1 2026.
Independent Family Office sold 7 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.76K.
State Street SPDR S&P 500 ETF Trust made up 12.37% of Independent Family Office's portfolio in Q1 2026, its #2 holding.
Independent Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Independent Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $172M in Q1 2022.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.