Capital CS Group
SPY icon

Capital CS Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital CS Group’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
Q3 		$1.76M Buy
2,305
+72
+3% +$54.7K 1.3% 11
2026
Q2 		$1.67M Sell
2,233
-106
-5% -$76.9K 1.32% 19
2026
Q1 		$1.52M Buy
2,339
+33
+1% +$22.4K 3.13% 3
2025
Q4 		$1.57M Buy
2,306
+60
+3% +$40.6K 2.42% 9
2025
Q3 		$1.5M Buy
2,246
+32
+1% +$20.5K 2.36% 9
2025
Q2 		$1.37M Buy
2,214
+3
+0.1% +$1.72K 2.22% 9
2025
Q1 		$1.24M Buy
2,211
+236
+12% +$139K 2% 9
2024
Q4 		$1.16M Sell
1,975
-184
-9% -$108K 1.52% 7
2024
Q3 		$1.24M Sell
2,159
-712
-25% -$394K 1.46% 7
2024
Q2 		$1.56M Buy
2,871
+122
+4% +$63.9K 1.74% 5
2024
Q1 		$1.44M Buy
2,749
+494
+22% +$246K 1.37% 6
2023
Q4 		$1.07M Sell
2,255
-6,306
-74% -$2.81M 1.17% 9
2023
Q3 		$3.66M Sell
8,561
-581
-6% -$258K 4.32% 3
2023
Q2 		$4.05M Buy
9,142
+6,636
+265% +$2.79M 4.03% 3
2023
Q1 		$1.03M Buy
2,506
+520
+26% +$207K 0.97% 13
2022
Q4 		$760K Sell
1,986
-108
-5% -$41.5K 0.84% 14
2022
Q3 		$748K Buy
2,094
+8
+0.4% +$3.18K 0.8% 18
2022
Q2 		$787K Sell
2,086
-200
-9% -$81.9K 0.82% 11
2022
Q1 		$1.03M Hold
2,286
– – 0.9% 15
2021
Q4 		$1.09M Sell
2,286
-32
-1% -$14.7K 0.85% 13
2021
Q3 		$1.01M Sell
2,318
-2
-0.1% -$882 0.93% 15
2021
Q2 		$993K Sell
2,320
-57
-2% -$23.8K 0.8% 16
2021
Q1 		$942K Buy
2,377
+136
+6% +$52.4K 0.92% 16
2020
Q4 		$838K Buy
+2,241
New +$795K 0.87% 20

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital CS Group's SPY Position: Q3 2026 in Review

Capital CS Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q3 2026, buying an estimated $54.7K and bringing the position to 2,305 shares worth $1.76M. The position accounts for 1.3% of the portfolio, ranked #11.

Capital CS Group first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.05M in Q2 2023. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Capital CS Group held 2,305 shares of State Street SPDR S&P 500 ETF Trust worth $1.76M as of Q3 2026.
  • Capital CS Group bought 72 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $54.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.3% of Capital CS Group's portfolio in Q3 2026, its #11 holding.
  • Capital CS Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • Capital CS Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.05M in Q2 2023.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.