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	$299K	Buy	+400	New	+$290K	0.07%	86
2026 Q1	–	Hold	0	–	–	–	89
2025 Q4	–	Hold	0	–	–	–	44
2025 Q3	–	Hold	0	–	–	–	76
2025 Q2	–	Hold	0	–	–	–	69
2025 Q1	–	Hold	0	–	–	–	70
2024 Q4	–	Hold	0	–	–	–	81
2024 Q3	–	Sell	-500	Closed	-$276K	–	77
2024 Q2	$272K	Hold	500	–	–	0.11%	62
2024 Q1	$262K	Buy	+500	New	+$249K	0.12%	59
2023 Q4	–	Sell	-500	Closed	-$214K	–	60
2023 Q3	$214K	Sell	500 -400	-44%	-$178K	0.12%	58
2023 Q2	$399K	Buy	900 +200	+29%	+$83.9K	0.23%	37
2023 Q1	$1.55K	Buy	700 +100	+17%	+$39.9K	﹤0.01%	56
2022 Q4	$5.27K	Buy	+600	New	+$231K	﹤0.01%	52

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 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.