SEC 13F Intelligence

Boston Family Office LLC / SPY

Boston Family Office LLC’s State Str Spdr S&P 500 Etf T Position

Does Boston Family Office LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 44.2K shares worth $29M (+1.91% of its 13F portfolio) as of Q1 2026, down from 50.7K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
44.2K
% of Portfolio
+1.91%
Quarters Held
29
currently held

Position History SPY

Reported value by quarter
Q1 ’19: $22MQ1 ’19Q2 ’19: $22MQ3 ’19: $23MQ4 ’19: $25MQ1 ’20: $20MQ1 ’20Q2 ’20: $24MQ3 ’20: $26MQ4 ’20: $29MQ1 ’21: $31MQ1 ’21Q2 ’21: $33MQ3 ’21: $33MQ4 ’21: $37MQ1 ’22: $35MQ1 ’22Q2 ’22: $29MQ3 ’22: $28MQ4 ’22: $30MQ1 ’23: $32MQ1 ’23Q2 ’23: $32MQ3 ’23: $31MQ4 ’23: $35MQ1 ’24: $39MQ1 ’24Q2 ’24: $31MQ3 ’24: $33MQ4 ’24: $30MQ1 ’25: $28MQ1 ’25Q2 ’25: $30MQ3 ’25: $33MQ4 ’25: $35MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.2K$29M+1.91%
Q4 202550.7K$35M+2.19%
Q3 202549.0K$33M+2.08%
Q2 202549.1K$30M+2.02%
Q1 202549.4K$28M+1.96%
Q4 202451.3K$30M+2.07%
Q3 202457.4K$33M+2.23%
Q2 202457.6K$31M+2.26%
Q1 202473.7K$39M+2.77%
Q4 202373.8K$35M+2.64%
Q3 202372.2K$31M+2.53%
Q2 202372.5K$32M+2.46%
Q1 202378.6K$32M+2.58%
Q4 202279.1K$30M+2.51%
Q3 202278.8K$28M+2.50%
Q2 202277.3K$29M+2.44%
Q1 202276.8K$35M+2.47%
Q4 202177.8K$37M+2.40%
Q3 202177.8K$33M+2.42%
Q2 202178.0K$33M+2.38%
Q1 202177.5K$31M+2.31%
Q4 202078.0K$29M+2.24%
Q3 202077.8K$26M+2.37%
Q2 202076.5K$24M+2.29%
Q1 202077.4K$20M+2.36%
Q4 201978.7K$25M+2.41%
Q3 201978.2K$23M+2.41%
Q2 201976.3K$22M+2.32%
Q1 201976.8K$22M+2.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Family Office LLC’s full portfolio or all institutional holders of SPY.