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

Timonier 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	$537K	Buy	+717	New	+$520K	0.15%	36
2025 Q4	$489K	Hold	715	–	–	0.16%	38
2025 Q3	$477K	Buy	715 +1	+0.1%	+$641	0.16%	37
2025 Q2	$442K	Buy	714 +13	+2%	+$7.43K	0.17%	37
2025 Q1	$393K	Sell	701 -42	-6%	-$24.7K	0.17%	42
2024 Q4	$437K	Buy	+743	New	+$438K	0.22%	39

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

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

Timonier Family Office opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 717 shares worth $537K. The stake represents 0.15% of the portfolio and ranks #36 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in SPY as recently as Q4 2025.

Timonier Family Office first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Timonier Family Office held 717 shares of State Street SPDR S&P 500 ETF Trust worth $537K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Timonier Family Office position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Timonier Family Office's portfolio in Q2 2026, its #36 holding.
Timonier Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.