Curated Wealth Partners
SPY icon

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
Q3 		$41.8M Buy
54,763
+2,052
+4% +$1.56M 3.44% 4
2026
Q2 		$39.4M Buy
52,711
+794
+2% +$576K 4.56% 4
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Curated Wealth Partners's SPY Position: Q3 2026 in Review

Curated Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q3 2026, buying an estimated $1.56M and bringing the position to 54,763 shares worth $41.8M. The position accounts for 3.44% of the portfolio, ranked #4.

Curated Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Curated Wealth Partners held 54,763 shares of State Street SPDR S&P 500 ETF Trust worth $41.8M as of Q3 2026.
  • Curated Wealth Partners bought 2,052 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.56M.
  • State Street SPDR S&P 500 ETF Trust made up 3.44% of Curated Wealth Partners's portfolio in Q3 2026, its #4 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 23 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.