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

Cyndeo 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	$15.6M	Sell	20,827 -606	-3%	-$439K	0.73%	31
2026 Q1	$13.9M	Sell	21,433 -592	-3%	-$402K	0.73%	35
2025 Q4	$15M	Buy	22,025 +1,055	+5%	+$713K	0.81%	33
2025 Q3	$14M	Buy	20,970 +145	+0.7%	+$92.9K	0.78%	35
2025 Q2	$12.9M	Buy	20,825 +7,421	+55%	+$4.24M	0.76%	36
2025 Q1	$7.5M	Buy	13,404 +571	+4%	+$336K	0.49%	62
2024 Q4	$7.52M	Sell	12,833 -446	-3%	-$263K	0.51%	61
2024 Q3	$7.62M	Buy	13,279 +544	+4%	+$301K	0.53%	54
2024 Q2	$6.93M	Sell	12,735 -423	-3%	-$221K	0.54%	48
2024 Q1	$6.88M	Sell	13,158 -84	-0.6%	-$41.8K	0.57%	48
2023 Q4	$6.29M	Sell	13,242 -3	-0%	-$1.34K	0.58%	44
2023 Q3	$5.66M	Sell	13,245 -11	-0.1%	-$4.89K	0.59%	51
2023 Q2	$5.88M	Sell	13,256 -697	-5%	-$293K	0.61%	52
2023 Q1	$5.71M	Buy	13,953 +2,831	+25%	+$1.13M	0.62%	47
2022 Q4	$4.25M	Buy	+11,122	New	+$4.27M	0.5%	66

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

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

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, selling an estimated $439K and leaving 20,827 shares worth $15.6M. The position accounts for 0.73% of the portfolio, ranked #31.

Cyndeo Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,178 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cyndeo Wealth Partners held 20,827 shares of State Street SPDR S&P 500 ETF Trust worth $15.6M as of Q2 2026.
Cyndeo Wealth Partners sold 606 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $439K.
State Street SPDR S&P 500 ETF Trust made up 0.73% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #31 holding.
Cyndeo Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.