Cambridge Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cambridge Financial Group’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
2026 Q1	$182K	Sell	280 -3,785	-93%	-$2.57M	0.07%	32
2025 Q4	$2.77M	Buy	4,065 +3,100	+321%	+$2.1M	1.06%	31
2025 Q3	$643K	Buy	965 +110	+13%	+$70.5K	0.25%	32
2025 Q2	$528K	Sell	855 -55	-6%	-$31.4K	0.27%	32
2025 Q1	$509K	Buy	910 +50	+6%	+$29.4K	0.22%	32
2024 Q4	$504K	Buy	+860	New	+$507K	0.21%	32
2024 Q2	$435K	Sell	800 -55	-6%	-$28.8K	0.2%	32
2024 Q1	$447K	Sell	855 -4,295	-83%	-$2.14M	0.2%	31
2023 Q4	$2.45M	Buy	5,150 +4,860	+1,676%	+$2.16M	1.22%	31
2023 Q3	$124K	Buy	+290	New	+$129K	0.07%	31
2022 Q4	$981K	Buy	2,565 +2,455	+2,232%	+$944K	0.55%	32
2022 Q3	$39.3K	Buy	+110	New	+$43.7K	0.02%	31
2022 Q1	$49.7K	Hold	110	–	–	0.02%	32
2021 Q4	$50.5K	Buy	+110	New	+$50.5K	0.02%	32
2021 Q3	–	Sell	-110	Closed	-$47.1K	–	33
2021 Q2	$47.1K	Hold	110	–	–	0.02%	32
2021 Q1	$43.6K	Hold	110	–	–	0.02%	31
2020 Q4	$41.1K	Sell	110 -6,862	-98%	-$2.43M	0.02%	31
2020 Q3	$2.33M	Buy	6,972 +4,402	+171%	+$1.46M	1.23%	31
2020 Q2	$792K	Buy	2,570 +2,460	+2,236%	+$720K	0.45%	31
2020 Q1	$28.4K	Sell	110 -5,650	-98%	-$1.72M	0.02%	31
2019 Q4	$1.85M	Buy	+5,760	New	+$1.77M	0.94%	31

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Financial Group's SPY Position: Q1 2026 in Review

Cambridge Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 93% in Q1 2026, selling an estimated $2.57M and leaving 280 shares worth $182K. The position accounts for 0.07% of the portfolio, ranked #32.

Cambridge Financial Group first reported a position in SPY in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.77M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cambridge Financial Group held 280 shares of State Street SPDR S&P 500 ETF Trust worth $182K as of Q1 2026.
Cambridge Financial Group sold 3,785 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.57M.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Cambridge Financial Group's portfolio in Q1 2026, its #32 holding.
Cambridge Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 21 quarters since.
Cambridge Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.77M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.