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

The Family Firm’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
2025
Q2 		– Sell
-877
Closed -$490K – 185
2025
Q1 		$490K Buy
877
+2
+0.2% +$1.18K 0.11% 116
2024
Q4 		$513K Sell
875
-16
-2% -$9.43K 0.11% 110
2024
Q3 		$511K Sell
891
-71
-7% -$39.3K 0.11% 113
2024
Q2 		$523K Buy
962
+2
+0.2% +$1.05K 0.12% 104
2024
Q1 		$502K Buy
960
+1
+0.1% +$498 0.12% 110
2023
Q4 		$456K Sell
959
-114
-11% -$50.8K 0.12% 113
2023
Q3 		$459K Buy
1,073
+2
+0.2% +$890 0.13% 106
2023
Q2 		$475K Buy
1,071
+2
+0.2% +$839 0.13% 105
2023
Q1 		$438K Buy
1,069
+2
+0.2% +$798 0.12% 106
2022
Q4 		$408K Buy
+1,067
New +$410K 0.12% 114
2022
Q3 		– Sell
-1,426
Closed -$538K – 177
2022
Q2 		$538K Buy
1,426
+5
+0.4% +$2.05K 0.16% 95
2022
Q1 		$642K Buy
1,421
+3
+0.2% +$1.34K 0.17% 86
2021
Q4 		$674K Buy
1,418
+2
+0.1% +$918 0.17% 82
2021
Q3 		$641K Buy
1,416
+2
+0.1% +$882 0.17% 85
2021
Q2 		$605K Buy
1,414
+2
+0.1% +$835 0.16% 91
2021
Q1 		$560K Buy
1,412
+3
+0.2% +$1.16K 0.16% 91
2020
Q4 		$529K Buy
1,409
+3
+0.2% +$1.06K 0.16% 92
2020
Q3 		$471K Buy
1,406
+3
+0.2% +$994 0.17% 87
2020
Q2 		$433K Sell
1,403
-71
-5% -$20.8K 0.16% 91
2020
Q1 		$380K Hold
1,474
– – 0.16% 89
2019
Q4 		$474K Buy
+1,474
New +$454K 0.16% 88

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

The Family Firm's SPY Position: Q2 2025 in Review

The Family Firm sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 877 shares — an estimated $490K sold.

The Family Firm first reported a position in SPY in Q4 2019 and held it in 21 quarters. The position peaked at $674K in Q4 2021. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • The Family Firm reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 877 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $490K.
  • The Family Firm first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 21 quarters.
  • The Family Firm's State Street SPDR S&P 500 ETF Trust position peaked at $674K in Q4 2021.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.