Curated Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
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 1.5% in Q2 2026, buying an estimated $576K and bringing the position to 52,711 shares worth $39.4M. The position accounts for 4.56% of the portfolio, ranked #4.
Curated Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Curated Wealth Partners held 52,711 shares of State Street SPDR S&P 500 ETF Trust worth $39.4M as of Q2 2026.
- Curated Wealth Partners bought 794 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $576K.
- State Street SPDR S&P 500 ETF Trust made up 4.56% of Curated Wealth Partners's portfolio in Q2 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 22 quarters since.
- 4,651 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.