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CYPRESS FINANCIAL PLANNING LLC → SPY
CYPRESS FINANCIAL PLANNING LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
8
Latest value
$305K
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.3M |
| Q4 2025 | $755K |
| Q1 2026 | $6.9M |
| Q1 2026 | $260K |
| Q2 2026 | $8.4M |
| Q2 2026 | $299K |
| Q3 2026 | $7.8M |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $7.8M | 10.3K | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $8.4M | 11.2K | — | — |
| Q1 2026 | $260K | 400 | — | — |
| Q1 2026 | $6.9M | 10.6K | — | — |
| Q4 2025 | $755K | 11 | — | — |
| Q4 2025 | $7.3M | 10.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B