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

Standard 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	$137K	Hold	210	–	–	0.14%	14
2025 Q4	$143K	Hold	210	–	–	0.15%	13
2025 Q3	$140K	Hold	210	–	–	0.15%	13
2025 Q2	$130K	Hold	210	–	–	0.15%	13
2025 Q1	$117K	Hold	210	–	–	0.15%	14
2024 Q4	$123K	Hold	210	–	–	0.15%	19
2024 Q3	$120K	Hold	210	–	–	0.15%	22
2024 Q2	$114K	Hold	210	–	–	0.15%	22
2024 Q1	$110K	Buy	+210	New	+$105K	0.15%	22
2022 Q4	–	Sell	-1,500	Closed	-$536K	–	382
2022 Q3	$536K	Hold	1,500	–	–	0.24%	13
2022 Q2	$566K	Buy	1,500 +750	+100%	+$307K	5.61%	2
2022 Q1	$339K	Hold	750	–	–	0.09%	8
2021 Q4	$356K	Buy	+750	New	+$344K	3.16%	7
2021 Q3	–	Sell	-33,842	Closed	-$14.5M	–	458
2021 Q2	$14.5M	Hold	33,842	–	–	3%	5
2021 Q1	$13.4M	Hold	33,842	–	–	3.16%	5
2020 Q4	$12.7M	Buy	+33,842	New	+$12M	3.03%	5

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

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

Standard Family Office held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 210 shares worth $137K. The position accounts for 0.14% of the portfolio, ranked #14.

Standard Family Office first reported a position in SPY in Q4 2020 and has held it in 16 quarters since. The position peaked at $14.5M in Q2 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Standard Family Office held 210 shares of State Street SPDR S&P 500 ETF Trust worth $137K as of Q1 2026.
Standard Family Office left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Standard Family Office's portfolio in Q1 2026, its #14 holding.
Standard Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 16 quarters since.
Standard Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $14.5M in Q2 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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