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 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	$9.66M	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cynosure Group's SPY Position: Q1 2026 in Review

Cynosure Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 144% in Q1 2026, buying an estimated $91.9M and bringing the position to 229,061 shares worth $68.4M. The position accounts for 8.55% of the portfolio, ranked #2.

Cynosure Group first reported a position in SPY in Q2 2019 and has held it in 16 quarters since. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cynosure Group held 229,061 shares of State Street SPDR S&P 500 ETF Trust worth $68.4M as of Q1 2026.
Cynosure Group bought 135,140 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $91.9M.
State Street SPDR S&P 500 ETF Trust made up 8.55% of Cynosure Group's portfolio in Q1 2026, its #2 holding.
Cynosure Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 16 quarters since.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.