Cura Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cura Wealth Advisors’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	$1.1M	Buy	1,472 +29	+2%	+$21K	0.47%	30
2026 Q1	$939K	Buy	1,443 +17	+1%	+$11.6K	0.42%	40
2025 Q4	$973K	Buy	1,426 +13	+0.9%	+$8.79K	0.37%	37
2025 Q3	$941K	Buy	1,413 +2	+0.1%	+$1.28K	0.36%	40
2025 Q2	$872K	Sell	1,411 -605	-30%	-$346K	0.35%	37
2025 Q1	$1.13M	Buy	2,016 +16	+0.8%	+$9.4K	0.46%	31
2024 Q4	$1.17M	Buy	+2,000	New	+$1.18M	0.52%	31

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

Cura Wealth Advisors's SPY Position: Q2 2026 in Review

Cura Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, buying an estimated $21K and bringing the position to 1,472 shares worth $1.1M. The position accounts for 0.47% of the portfolio, ranked #30.

Cura Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cura Wealth Advisors held 1,472 shares of State Street SPDR S&P 500 ETF Trust worth $1.1M as of Q2 2026.
Cura Wealth Advisors bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Cura Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Cura Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.17M in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.