Capital Market Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital Market Strategies’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
2025 Q2	$335K	Buy	+543	New	+$310K	0.23%	87

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Market Strategies's SPY Position: Q2 2025 in Review

Capital Market Strategies opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025: 543 shares worth $335K. The stake represents 0.23% of the portfolio and ranks #87 among its holdings.

4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Capital Market Strategies held 543 shares of State Street SPDR S&P 500 ETF Trust worth $335K as of Q2 2025.
State Street SPDR S&P 500 ETF Trust was a new Capital Market Strategies position in Q2 2025.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Capital Market Strategies's portfolio in Q2 2025, its #87 holding.
4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.