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

Curated Wealth Partners’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	$1.54M	Buy	501,185 +449,268	+865%	+$326M	0.2%	91
2026 Q1	$33.8M	Buy	51,917 +143	+0.3%	+$97.2K	4.25%	4
2025 Q4	$35.3M	Buy	51,774 +141	+0.3%	+$95.3K	3.82%	4
2025 Q3	$34.4M	Hold	51,633	–	–	4.16%	4
2025 Q2	$31.9M	Buy	51,633 +124	+0.2%	+$70.9K	3.74%	4
2025 Q1	$28.8M	Buy	51,509 +279	+0.5%	+$164K	3.73%	3
2024 Q4	$30M	Hold	51,230	–	–	3.43%	3
2024 Q3	$29.4M	Buy	51,230 +4,215	+9%	+$2.33M	3.76%	3
2024 Q2	$25.6M	Buy	+47,015	New	+$24.6M	3.57%	3
2024 Q1	–	Sell	-41,305	Closed	-$20.6M	–	248
2023 Q4	$19.6M	Buy	41,305 +670	+2%	+$298K	3.21%	3
2023 Q3	$17.4M	Buy	40,635 +744	+2%	+$331K	3.16%	3
2023 Q2	$17.7M	Sell	39,891 -74	-0.2%	-$31.1K	3.43%	3
2023 Q1	$16.4M	Buy	39,965 +1,180	+3%	+$471K	3.68%	3
2022 Q4	$14.8M	Hold	38,785	–	–	3.6%	3
2022 Q3	$13.9M	Hold	38,785	–	–	4.07%	3
2022 Q2	$14.6M	Buy	38,785 +651	+2%	+$267K	4.3%	3
2022 Q1	$18.1M	Hold	38,134	–	–	6.14%	3
2021 Q4	$18.1M	Sell	38,134 -75	-0.2%	-$34.4K	5.86%	3
2021 Q3	$16.4M	Buy	38,209 +100	+0.3%	+$44.1K	9.15%	2
2021 Q2	$16.3M	Buy	38,109 +48	+0.1%	+$20K	8.88%	2
2021 Q1	$15.1M	Hold	38,061	–	–	9.27%	2
2020 Q4	$14.2M	Buy	+38,061	New	+$13.5M	9.22%	2

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Curated Wealth Partners's SPY Position: Q2 2026 in Review

Curated Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 865% in Q2 2026, buying an estimated $326M and bringing the position to 501,185 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #91.

Curated Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $35.3M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Curated Wealth Partners held 501,185 shares of State Street SPDR S&P 500 ETF Trust worth $1.54M as of Q2 2026.
Curated Wealth Partners bought 449,268 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $326M.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Curated Wealth Partners's portfolio in Q2 2026, its #91 holding.
Curated Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $35.3M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.