Cypress Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cypress Capital’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	$9.94M	Sell	13,308 -84	-0.6%	-$60.9K	2.69%	7
2026 Q1	$8.71M	Sell	13,392 -12,944	-49%	-$8.8M	2.48%	8
2025 Q4	$18M	Buy	26,336 +224	+0.9%	+$151K	5.03%	6
2025 Q3	$17.4M	Sell	26,112 -108	-0.4%	-$69.2K	4.98%	6
2025 Q2	$16.2M	Sell	26,220 -2,534	-9%	-$1.45M	4.71%	6
2025 Q1	$16.1M	Buy	28,754 +145	+0.5%	+$85.2K	4.64%	6
2024 Q4	$16.8M	Sell	28,609 -6,960	-20%	-$4.1M	4.8%	6
2024 Q3	$20.4M	Sell	35,569 -9,775	-22%	-$5.4M	5.26%	4
2024 Q2	$24.7M	Buy	45,344 +4,247	+10%	+$2.22M	6.19%	3
2024 Q1	$21.5M	Sell	41,097 -1,118	-3%	-$557K	5.88%	3
2023 Q4	$20.1M	Sell	42,215 -616	-1%	-$274K	5.71%	4
2023 Q3	$18.3M	Sell	42,831 -20,844	-33%	-$9.27M	5.37%	5
2023 Q2	$28.2M	Sell	63,675 -1,042	-2%	-$437K	8.12%	3
2023 Q1	$26.5M	Buy	64,717 +1,493	+2%	+$596K	8.29%	3
2022 Q4	$24.2M	Sell	63,224 -978	-2%	-$376K	7.58%	3
2022 Q3	$22.9M	Sell	64,202 -29,744	-32%	-$11.8M	8.08%	4
2022 Q2	$35.4M	Buy	93,946 +4,303	+5%	+$1.76M	5.05%	4
2022 Q1	$40.5M	Sell	89,643 -3,714	-4%	-$1.65M	4.96%	4
2021 Q4	$44.3M	Buy	93,357 +3,534	+4%	+$1.62M	5.05%	4
2021 Q3	$38.5M	Buy	89,823 +30,016	+50%	+$13.2M	4.9%	4
2021 Q2	$25.6M	Sell	59,807 -61	-0.1%	-$25.5K	25.01%	1
2021 Q1	$23.7M	Sell	59,868 -254	-0.4%	-$98K	9.68%	4
2020 Q4	$22.5M	Sell	60,122 -4,075	-6%	-$1.45M	10.19%	4
2020 Q3	$22.3M	Sell	64,197 -2,329	-4%	-$772K	10.36%	4
2020 Q2	$20.5M	Buy	+66,526	New	+$19.5M	9.08%	4
2019 Q4	$15.6M	Sell	48,553 -1,381	-3%	-$425K	6.57%	4
2019 Q3	$14.8M	Sell	49,934 -3,207	-6%	-$948K	6.81%	4
2019 Q2	$15.6M	Sell	53,141 -1,669	-3%	-$481K	7.04%	4
2019 Q1	$15.5M	Buy	54,810 +855	+2%	+$232K	6.45%	4
2018 Q4	$13.5M	Buy	+53,955	New	+$14.5M	6.2%	3

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Cypress Capital's SPY Position: Q2 2026 in Review

Cypress Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.63% in Q2 2026, selling an estimated $60.9K and leaving 13,308 shares worth $9.94M. The position accounts for 2.69% of the portfolio, ranked #7.

Cypress Capital first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.3M in Q4 2021. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cypress Capital held 13,308 shares of State Street SPDR S&P 500 ETF Trust worth $9.94M as of Q2 2026.
Cypress Capital sold 84 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $60.9K.
State Street SPDR S&P 500 ETF Trust made up 2.69% of Cypress Capital's portfolio in Q2 2026, its #7 holding.
Cypress Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Cypress Capital's State Street SPDR S&P 500 ETF Trust position peaked at $44.3M in Q4 2021.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.