Cardinal Point Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cardinal Point Capital Management’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	$5.12M	Buy	6,847 +151	+2%	+$109K	0.29%	62
2026 Q1	$4.36M	Buy	6,696 +1,464	+28%	+$995K	0.27%	62
2025 Q4	$3.57M	Buy	5,232 +52	+1%	+$35.1K	0.23%	65
2025 Q3	$3.45M	Buy	5,180 +2,363	+84%	+$1.51M	0.24%	64
2025 Q2	$1.75M	Sell	2,817 -155	-5%	-$88.6K	0.14%	75
2025 Q1	$1.67M	Buy	2,972 +1,669	+128%	+$981K	0.15%	70
2024 Q4	$766K	Buy	1,303 +4	+0.3%	+$2.36K	0.12%	42
2024 Q3	$748K	Sell	1,299 -867	-40%	-$479K	0.12%	40
2024 Q2	$1.18M	Buy	+2,166	New	+$1.13M	0.21%	32
2023 Q4	–	Sell	-1,012	Closed	-$434K	–	72
2023 Q3	$434K	Buy	+1,012	New	+$450K	0.11%	49

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cardinal Point Capital Management's SPY Position: Q2 2026 in Review

Cardinal Point Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, buying an estimated $109K and bringing the position to 6,847 shares worth $5.12M. The position accounts for 0.29% of the portfolio, ranked #62.

Cardinal Point Capital Management first reported a position in SPY in Q3 2023 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cardinal Point Capital Management held 6,847 shares of State Street SPDR S&P 500 ETF Trust worth $5.12M as of Q2 2026.
Cardinal Point Capital Management bought 151 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $109K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Cardinal Point Capital Management's portfolio in Q2 2026, its #62 holding.
Cardinal Point Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 10 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.