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Cypress Wealth Services, LLC → SPY
Cypress Wealth Services, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.2M |
| Q1 2026 | $11M |
| Q2 2026 | $13.2M |
| Q2 2026 | $373K |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 17.4K | — | — |
| Q2 2026 | $373K | 500 | — | — |
| Q2 2026 | $13.2M | 17.6K | — | — |
| Q1 2026 | $11M | 17.0K | — | — |
| Q4 2025 | $12.2M | 17.9K | — | — |
Other funds holding SPY
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$19.4B
$19.3B