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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
2021
Q1 		– Sell
-100
Closed -$2K – 312
2020
Q4 		$2K Buy
+100
New +$35.5K ﹤0.01% 295

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
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
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Cooper Financial Group's SPY Position: Q2 2026 in Review

Cooper Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $62.4K and bringing the position to 5,503 shares worth $4.11M. 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 26 quarters since. The position peaked at $17M in Q1 2023. 2,493 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Cooper Financial Group held 5,503 shares of State Street SPDR S&P 500 ETF Trust worth $4.11M as of Q2 2026.
  • Cooper Financial Group bought 86 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $62.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.34% of Cooper Financial Group's portfolio in Q2 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 26 quarters since.
  • Cooper Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $17M in Q1 2023.
  • 2,493 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.