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

Copperwynd Financial’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
2023 Q1	–	Sell	-500	Closed	-$83	–	153
2022 Q4	$83	Hold	500	–	–	﹤0.01%	131
2022 Q3	$5K	Buy	+500	New	+$199K	﹤0.01%	121

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Copperwynd Financial's SPY Position: Q2 2025 in Review

Copperwynd Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 69% in Q2 2025, selling an estimated $14.2M and leaving 10,897 shares worth $6.73M. The position accounts for 1.68% of the portfolio, ranked #13.

Copperwynd Financial first reported a position in SPY in Q4 2017 and has held it in 25 quarters since. The position peaked at $27.6M in Q4 2021. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Copperwynd Financial held 10,897 shares of State Street SPDR S&P 500 ETF Trust worth $6.73M as of Q2 2025.
Copperwynd Financial sold 24,786 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $14.2M.
State Street SPDR S&P 500 ETF Trust made up 1.68% of Copperwynd Financial's portfolio in Q2 2025, its #13 holding.
Copperwynd Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 25 quarters since.
Copperwynd Financial's State Street SPDR S&P 500 ETF Trust position peaked at $27.6M in Q4 2021.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.