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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
2024
Q2 		– Sell
-44,105
Closed -$23.1M – 244
2024
Q1 		$23.1M Buy
+44,105
New +$22M 3.39% 3

Other funds holding SPY

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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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. 1,858 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.
  • 1,858 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.