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 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 $1.56T 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

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

Stokes Family Office reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2026, selling an estimated $158K and leaving 1,046 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #166.

Stokes Family Office first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.21M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Stokes Family Office held 1,046 shares of State Street SPDR S&P 500 ETF Trust worth $680K as of Q1 2026.
Stokes Family Office sold 233 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $158K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #166 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 14 quarters since.
Stokes Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $3.21M in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.