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

Cypress Point Wealth Management’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	$1.14M	Sell	1,531 -285	-16%	-$207K	0.23%	51
2026 Q1	$1.18M	Buy	1,816 +468	+35%	+$318K	0.25%	45
2025 Q4	$919K	Buy	1,348 +855	+173%	+$578K	0.2%	47
2025 Q3	$328K	Buy	493 +1	+0.2%	+$641	0.07%	67
2025 Q2	$304K	Buy	492 +5	+1%	+$2.86K	0.07%	70
2025 Q1	$272K	Buy	+487	New	+$286K	0.09%	62
2021 Q4	–	Sell	-43	Closed	-$18K	–	133
2021 Q3	$18K	Hold	43	–	–	0.01%	98
2021 Q2	$18K	Hold	43	–	–	0.01%	109
2021 Q1	$17K	Hold	43	–	–	0.02%	66
2020 Q4	$16K	Buy	+43	New	+$15.3K	0.02%	139

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cypress Point Wealth Management's SPY Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, selling an estimated $207K and leaving 1,531 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #51.

Cypress Point Wealth Management first reported a position in SPY in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cypress Point Wealth Management held 1,531 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q2 2026.
Cypress Point Wealth Management sold 285 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $207K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Cypress Point Wealth Management's portfolio in Q2 2026, its #51 holding.
Cypress Point Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 10 quarters since.
Cypress Point Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.18M in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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