Curated Wealth Partners 13F: Cuts SPY Stake by $340M

Curated Wealth Partners pulled back sharply on its investment in State Street SPDR S&P 500 ETF Trust (NYSEArca:SPY), according to a regulatory filing disclosed with the Securities and Exchange Commission on October 15, 2026. The fund adjusted its portfolio by cutting a major portion of its holdings, shifting its exposure to the broader stock market index.

What Changed in Curated Wealth Partners's State Street SPDR S&P 500 ETF Trust Position

During the period, Curated Wealth Partners sold off 446,422 shares of State Street SPDR S&P 500 ETF Trust. That move amounted to an 89.1% decrease from its previous stake of 501,185 shares. The fund wrapped up the quarter with 54,763 shares left in its portfolio, with a reported value of $41.8 million. Because 13F reports review past holdings, this snapshot reveals what the firm held at the close of the quarter and might not match its exact layout today.

State Street SPDR S&P 500 ETF Trust Stock Down 0.9%

Shares of State Street SPDR S&P 500 ETF Trust recently traded around $762.85 as of October 16, 2026. That price sits below its 50-day moving average of $768.61, while remaining above its 200-day moving average of $724.63. The exchange-traded fund has traded between a 52-week low of $629.28 and a 52-week high of $781.62. The fund carries a price-to-earnings ratio of roughly 24.5 and offers a dividend yield of 0.99%.

Dividend

State Street SPDR S&P 500 ETF Trust distributes an annual dividend yield of 0.99% to investors.

About State Street SPDR S&P 500 ETF Trust

State Street SPDR S&P 500 ETF Trust tracks the performance of the S&P 500 index. It holds a portfolio of common stocks matching the weight of each company in the index, giving investors broad exposure to large-cap U.S. equities through a single fund.

Bottom Line

Curated Wealth Partners's decision to trim its SPY position by 89.1% changes its exposure to large-cap U.S. equities. Market watchers will look to upcoming regulatory disclosures to see if the firm continues to scale back its index holdings or holds steady. Remember that 13F filings are historical documents showing past positions rather than live trading activity. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.