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

Stokes 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	$784K	Buy	1,050 +4	+0.4%	+$2.9K	0.09%	153
2026 Q1	$680K	Sell	1,046 -233	-18%	-$158K	0.07%	166
2025 Q4	$872K	Sell	1,279 -3,533	-73%	-$2.39M	0.08%	144
2025 Q3	$3.21M	Buy	4,812 +191	+4%	+$122K	0.3%	77
2025 Q2	$2.85M	Buy	4,621 +11	+0.2%	+$6.29K	0.3%	73
2025 Q1	$2.58M	Buy	4,610 +25	+0.5%	+$14.7K	0.29%	74
2024 Q4	$2.69M	Buy	4,585 +12	+0.3%	+$7.07K	0.29%	74
2024 Q3	$2.62M	Buy	4,573 +301	+7%	+$166K	0.29%	70
2024 Q2	$2.32M	Buy	4,272 +3,534	+479%	+$1.85M	0.27%	74
2024 Q1	$386K	Hold	738	–	–	0.05%	167
2023 Q4	$351K	Sell	738 -11	-1%	-$4.9K	0.05%	162
2023 Q3	$320K	Hold	749	–	–	0.04%	235
2023 Q2	$332K	Buy	749 +18	+2%	+$7.55K	0.04%	226
2023 Q1	$299K	Sell	731 -27	-4%	-$10.8K	0.04%	224
2022 Q4	$290K	Buy	+758	New	+$291K	0.04%	224

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

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

Stokes Family Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.38% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,050 shares worth $784K. The position accounts for 0.09% of the portfolio, ranked #153.

Stokes Family Office first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.21M in Q3 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stokes Family Office held 1,050 shares of State Street SPDR S&P 500 ETF Trust worth $784K as of Q2 2026.
Stokes Family Office bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Stokes Family Office's portfolio in Q2 2026, its #153 holding.
Stokes Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Stokes Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $3.21M in Q3 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.