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

Cypress Financial Planning’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 		$8.37M Buy
11,207
+628
+6% +$455K 2.03% 14
2026
Q1 		$6.88M Sell
10,579
-57
-0.5% -$38.8K 1.9% 13
2025
Q4 		$7.3M Buy
10,636
+969
+10% +$655K 2.02% 13
2025
Q3 		$6.44M Sell
9,667
-221
-2% -$142K 1.96% 14
2025
Q2 		$6.11M Sell
9,888
-40
-0.4% -$22.9K 1.99% 14
2025
Q1 		$5.55M Sell
9,928
-684
-6% -$402K 1.98% 14
2024
Q4 		$6.22M Sell
10,612
-231
-2% -$136K 2.28% 13
2024
Q3 		$6.22M Sell
10,843
-353
-3% -$195K 2.3% 13
2024
Q2 		$6.09M Buy
11,196
+1,889
+20% +$989K 2.52% 13
2024
Q1 		$4.87M Buy
9,307
+96
+1% +$47.8K 2.23% 13
2023
Q4 		$4.3M Sell
9,211
-590
-6% -$263K 3.91% 9
2023
Q3 		$4.19M Sell
9,801
-301
-3% -$134K 2.39% 10
2023
Q2 		$4.48M Sell
10,102
-221
-2% -$92.8K 2.54% 10
2023
Q1 		$4.24M Buy
10,323
+357
+4% +$142K 2.58% 10
2022
Q4 		$3.8M Sell
9,966
-617
-6% -$237K 2.54% 10
2022
Q3 		$3.78M Buy
10,583
+334
+3% +$133K 2.68% 9
2022
Q2 		$3.87M Buy
+10,249
New +$4.2M 2.65% 9

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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 Financial Planning's SPY Position: Q2 2026 in Review

Cypress Financial Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, buying an estimated $455K and bringing the position to 11,207 shares worth $8.37M. The position accounts for 2.03% of the portfolio, ranked #14.

Cypress Financial Planning first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Cypress Financial Planning held 11,207 shares of State Street SPDR S&P 500 ETF Trust worth $8.37M as of Q2 2026.
  • Cypress Financial Planning bought 628 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $455K.
  • State Street SPDR S&P 500 ETF Trust made up 2.03% of Cypress Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Cypress Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.