Cypress Wealth Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
17,649
+688
| +4% | +$499K | 1.62% | 9 |
|
|
2026
Q1 | $11M | Sell |
16,961
-889
| -5% | -$604K | 1.56% | 11 |
|
|
2025
Q4 | $12.2M | Buy |
17,850
+2,315
| +15% | +$1.56M | 1.68% | 12 |
|
|
2025
Q3 | $10.3M | Sell |
15,535
-61
| -0.4% | -$39.1K | 1.69% | 12 |
|
|
2025
Q2 | $9.64M | Buy |
15,596
+3,286
| +27% | +$1.88M | 1.73% | 12 |
|
|
2025
Q1 | $6.89M | Sell |
12,310
-13
| -0.1% | -$7.64K | 1.4% | 16 |
|
|
2024
Q4 | $7.22M | Buy |
12,323
+982
| +9% | +$579K | 1.45% | 15 |
|
|
2024
Q3 | $6.51M | Buy |
11,341
+18
| +0.2% | +$9.95K | 1.35% | 16 |
|
|
2024
Q2 | $6.16M | Sell |
11,323
-1,983
| -15% | -$1.04M | 1.37% | 16 |
|
|
2024
Q1 | $6.96M | Sell |
13,306
-2,107
| -14% | -$1.05M | 1.62% | 14 |
|
|
2023
Q4 | $7.33M | Sell |
15,413
-207
| -1% | -$92.2K | 1.83% | 11 |
|
|
2023
Q3 | $6.68M | Sell |
15,620
-359
| -2% | -$160K | 1.85% | 10 |
|
|
2023
Q2 | $7.2M | Sell |
15,979
-202
| -1% | -$84.8K | 1.89% | 9 |
|
|
2023
Q1 | $6.62M | Buy |
16,181
+775
| +5% | +$309K | 1.94% | 8 |
|
|
2022
Q4 | $5.89M | Buy |
15,406
+36
| +0.2% | +$13.8K | 1.89% | 8 |
|
|
2022
Q3 | $5.58M | Sell |
15,370
-1,153
| -7% | -$458K | 1.9% | 10 |
|
|
2022
Q2 | $6.23M | Sell |
16,523
-639
| -4% | -$262K | 1.99% | 7 |
|
|
2022
Q1 | $7.75M | Buy |
17,162
+1,583
| +10% | +$705K | 2.11% | 7 |
|
|
2021
Q4 | $7.4M | Buy |
15,579
+496
| +3% | +$228K | 2.03% | 8 |
|
|
2021
Q3 | $6.47M | Buy |
15,083
+1,014
| +7% | +$447K | 1.94% | 11 |
|
|
2021
Q2 | $6.02M | Sell |
14,069
-6,841
| -33% | -$2.86M | 1.64% | 13 |
|
|
2021
Q1 | $8.29M | Sell |
20,910
-737
| -3% | -$284K | 1.73% | 9 |
|
|
2020
Q4 | $8.09M | Buy |
+21,647
| New | +$7.68M | 1.81% | 9 |
|
|
2020
Q3 | – | Sell |
-27,619
| Closed | -$9.15M | – | 467 |
|
|
2020
Q2 | $8.52M | Sell |
27,619
-1,908
| -6% | -$558K | 2.03% | 6 |
|
|
2020
Q1 | $7.61M | Buy |
29,527
+6,558
| +29% | +$2M | 2.24% | 5 |
|
|
2019
Q4 | $7.39M | Sell |
22,969
-64
| -0.3% | -$19.7K | 1.87% | 8 |
|
|
2019
Q3 | $6.83M | Buy |
23,033
+957
| +4% | +$283K | 1.88% | 8 |
|
|
2019
Q2 | $6.47M | Buy |
22,076
+417
| +2% | +$120K | 1.87% | 9 |
|
|
2019
Q1 | $6.12M | Buy |
21,659
+1,602
| +8% | +$435K | 1.94% | 7 |
|
|
2018
Q4 | $5.01M | Sell |
20,057
-476
| -2% | -$128K | 1.99% | 8 |
|
|
2018
Q3 | $5.97M | Buy |
20,533
+373
| +2% | +$106K | 2.13% | 6 |
|
|
2018
Q2 | $5.47M | Buy |
20,160
+1,437
| +8% | +$388K | 2.08% | 5 |
|
|
2018
Q1 | $4.93M | Buy |
18,723
+1,809
| +11% | +$494K | 2.1% | 8 |
|
|
2017
Q4 | $4.51M | Buy |
+16,914
| New | +$4.4M | 1.87% | 12 |
|
Other funds holding SPY
PAI
TAM
CK
VFA
AIIMS
EIP
TWC
GF
Cypress Wealth Services's SPY Position: Q2 2026 in Review
Cypress Wealth Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q2 2026, buying an estimated $499K and bringing the position to 17,649 shares worth $13.2M. The position accounts for 1.62% of the portfolio, ranked #9.
Cypress Wealth Services first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Cypress Wealth Services held 17,649 shares of State Street SPDR S&P 500 ETF Trust worth $13.2M as of Q2 2026.
- Cypress Wealth Services bought 688 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $499K.
- State Street SPDR S&P 500 ETF Trust made up 1.62% of Cypress Wealth Services's portfolio in Q2 2026, its #9 holding.
- Cypress Wealth Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.