CWS
SPY icon

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

Cypress Wealth Services’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
2020
Q4 		– Sell
-24,197
Closed -$8.1M – 479
2020
Q3 		$8.1M Buy
+24,197
New +$8.02M 2.08% 8

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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. 1,996 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.
  • 1,996 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.