Cynosure Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cynosure Group’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	$157M	Buy	205,923 +11,698	+6%	+$8.89M	22.2%	1
2026 Q2	$70.1M	Sell	194,225 -34,836	-15%	-$25.3M	10.53%	2
2026 Q1	$68.4M	Buy	229,061 +135,140	+144%	+$91.9M	8.55%	2
2025 Q4	$64M	Sell	93,921 -4,647	-5%	-$3.14M	6.51%	2
2025 Q3	$65.7M	Buy	98,568 +532	+0.5%	+$341K	7.13%	2
2025 Q2	$60.6M	Buy	98,036 +34	+0%	+$19.4K	6.86%	3
2025 Q1	$54.8M	Buy	98,002 +2,522	+3%	+$1.48M	7.55%	3
2024 Q4	$56M	Buy	95,480 +153	+0.2%	+$90.1K	8.36%	2
2024 Q3	$54.7M	Buy	95,327 +1,674	+2%	+$926K	7.97%	2
2024 Q2	$51M	Buy	93,653 +1,079	+1%	+$565K	8.18%	2
2024 Q1	$48.4M	Sell	92,574 -2,317	-2%	-$1.15M	8.7%	2
2023 Q4	$45.1M	Buy	94,891 +72,305	+320%	+$32.2M	8.11%	2
2023 Q3	$9.7M	Buy	22,586 +923	+4%	+$411K	2.96%	7
2023 Q2	$9.6M	Buy	+21,663	New	+$9.09M	2.89%	7
2020 Q2	–	Sell	-17,907	Closed	-$4.62M	–	56
2020 Q1	$4.62M	Buy	17,907 +16,420	+1,104%	+$5.01M	3.3%	10
2019 Q4	$479K	Hold	1,487	–	–	0.26%	38
2019 Q3	$441K	Sell	1,487 -344	-19%	-$102K	0.24%	39
2019 Q2	$536K	Buy	+1,831	New	+$527K	0.25%	46

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Cynosure Group's SPY Position: Q3 2026 in Review

Cynosure Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q3 2026, buying an estimated $8.89M and bringing the position to 205,923 shares worth $157M. The position accounts for 22.2% of the portfolio, ranked #1.

Cynosure Group first reported a position in SPY in Q2 2019 and has held it in 18 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Cynosure Group held 205,923 shares of State Street SPDR S&P 500 ETF Trust worth $157M as of Q3 2026.
Cynosure Group bought 11,698 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.89M.
State Street SPDR S&P 500 ETF Trust made up 22.2% of Cynosure Group's portfolio in Q3 2026, its #1 holding.
Cynosure Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 18 quarters since.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.