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

Cooper Financial 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	$4.26M	Buy	5,582 +79	+1%	+$60K	0.34%	55
2026 Q2	$4.11M	Buy	5,503 +86	+2%	+$62.4K	0.34%	55
2026 Q1	$3.52M	Sell	5,417 -627	-10%	-$426K	0.36%	50
2025 Q4	$4.12M	Buy	6,044 +1,036	+21%	+$700K	0.44%	41
2025 Q3	$3.34M	Sell	5,008 -146	-3%	-$93.6K	0.37%	46
2025 Q2	$3.18M	Sell	5,154 -1,052	-17%	-$601K	0.37%	47
2025 Q1	$3.47M	Sell	6,206 -103	-2%	-$60.5K	0.46%	44
2024 Q4	$3.7M	Buy	6,309 +448	+8%	+$264K	0.45%	42
2024 Q3	$3.36M	Buy	5,861 +108	+2%	+$59.7K	0.44%	43
2024 Q2	$3.13M	Buy	5,753 +1,054	+22%	+$552K	0.46%	36
2024 Q1	$2.46M	Sell	4,699 -624	-12%	-$311K	0.4%	41
2023 Q4	$2.53M	Buy	5,323 +268	+5%	+$119K	0.46%	37
2023 Q3	$2.16M	Sell	5,055 -1,809	-26%	-$805K	0.52%	34
2023 Q2	$3.04M	Sell	6,864 -34,607	-83%	-$14.5M	0.75%	25
2023 Q1	$17M	Buy	41,471 +3,257	+9%	+$1.3M	4.57%	2
2022 Q4	$14.6M	Buy	38,214 +35,178	+1,159%	+$13.5M	4.46%	2
2022 Q3	$1.08M	Buy	3,036 +407	+15%	+$162K	0.39%	67
2022 Q2	$992K	Buy	2,629 +775	+42%	+$317K	0.36%	72
2022 Q1	$837K	Buy	1,854 +147	+9%	+$65.4K	0.32%	69
2021 Q4	$811K	Sell	1,707 -450	-21%	-$207K	0.31%	84
2021 Q3	$926K	Buy	2,157 +440	+26%	+$194K	0.19%	80
2021 Q2	$735K	Sell	1,717 -119	-6%	-$49.7K	0.15%	93
2021 Q1	$728K	Sell	1,836 -1,362	-43%	-$525K	0.16%	90
2020 Q4	$1.2M	Buy	3,198 +1,718	+116%	+$609K	0.24%	72
2020 Q3	$496K	Sell	1,480 -77	-5%	-$25.5K	0.14%	104
2020 Q2	$480K	Sell	1,557 -315	-17%	-$92.2K	0.16%	96
2020 Q1	$482K	Buy	+1,872	New	+$571K	0.2%	73

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooper Financial Group's SPY Position: Q3 2026 in Review

Cooper Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2026, buying an estimated $60K and bringing the position to 5,582 shares worth $4.26M. The position accounts for 0.34% of the portfolio, ranked #55.

Cooper Financial Group first reported a position in SPY in Q1 2020 and has held it in 27 quarters since. The position peaked at $17M in Q1 2023. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Cooper Financial Group held 5,582 shares of State Street SPDR S&P 500 ETF Trust worth $4.26M as of Q3 2026.
Cooper Financial Group bought 79 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $60K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Cooper Financial Group's portfolio in Q3 2026, its #55 holding.
Cooper Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 27 quarters since.
Cooper Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $17M in Q1 2023.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.