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

Curio Wealth’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	$1.73M	Buy	2,310 +15	+0.7%	+$10.9K	0.54%	24
2026 Q1	$1.49M	Sell	2,295 -224	-9%	-$152K	0.51%	25
2025 Q4	$1.74M	Buy	2,519 +240	+11%	+$162K	0.62%	24
2025 Q3	$1.52M	Sell	2,279 -214	-9%	-$137K	0.62%	22
2025 Q2	$1.54M	Buy	2,493 +2,486	+35,514%	+$1.42M	0.67%	21
2025 Q1	$1.46M	Sell	7 -2,272	-100%	-$1.34M	0.76%	24
2024 Q4	$1.34M	Buy	+2,279	New	+$1.34M	0.72%	23

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

Curio Wealth's SPY Position: Q2 2026 in Review

Curio Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.65% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,310 shares worth $1.73M. The position accounts for 0.54% of the portfolio, ranked #24.

Curio Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Curio Wealth held 2,310 shares of State Street SPDR S&P 500 ETF Trust worth $1.73M as of Q2 2026.
Curio Wealth bought 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Curio Wealth's portfolio in Q2 2026, its #24 holding.
Curio Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $1.74M in Q4 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.