Cypress Financial Planning
SPY icon

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
Q3 		$7.82M Sell
10,252
-955
-9% -$725K 2.09% 14
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Cypress Financial Planning's SPY Position: Q3 2026 in Review

Cypress Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.5% in Q3 2026, selling an estimated $725K and leaving 10,252 shares worth $7.82M. The position accounts for 2.09% of the portfolio, ranked #14.

Cypress Financial Planning first reported a position in SPY in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.37M in Q2 2026. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Cypress Financial Planning held 10,252 shares of State Street SPDR S&P 500 ETF Trust worth $7.82M as of Q3 2026.
  • Cypress Financial Planning sold 955 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $725K.
  • State Street SPDR S&P 500 ETF Trust made up 2.09% of Cypress Financial Planning's portfolio in Q3 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 18 quarters since.
  • Cypress Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $8.37M in Q2 2026.
  • 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.