CCG Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CCG Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.9M	Sell	647,752 -98,165	-13%	-$8.38M	13.2%	1
2026 Q1	$57.1M	Buy	745,917 +118,921	+19%	+$9.51M	15.48%	1
2025 Q4	$50.3M	Buy	626,996 +4,851	+0.8%	+$386K	21.55%	1
2025 Q3	$48.7M	Buy	622,145 +11,914	+2%	+$899K	22.97%	1
2025 Q2	$44.4M	Buy	610,231 +13,153	+2%	+$884K	23.37%	1
2025 Q1	$39.3M	Sell	597,078 -59,843	-9%	-$4.14M	23.49%	1
2024 Q4	$45.3M	Sell	656,921 -13,120	-2%	-$909K	25.22%	1
2024 Q3	$45.2M	Buy	670,041 +11,882	+2%	+$773K	25.32%	1
2024 Q2	$42.1M	Sell	658,159 -11,884	-2%	-$732K	23.76%	1
2024 Q1	$41.2M	Sell	670,043 -12,641	-2%	-$740K	24.83%	1
2023 Q4	$38.2M	Sell	682,684 -111,452	-14%	-$5.84M	25.62%	1
2023 Q3	$39.9M	Buy	794,136 +165,220	+26%	+$8.64M	26.13%	1
2023 Q2	$32.8M	Sell	628,916 -44,998	-7%	-$2.22M	20.58%	1
2023 Q1	$32.4M	Sell	673,914 -27,499	-4%	-$1.29M	21.46%	1
2022 Q4	$31.5M	Sell	701,413 -14,856	-2%	-$671K	17.53%	1
2022 Q3	$30.1M	Sell	716,269 -27,661	-4%	-$1.29M	18.36%	1
2022 Q2	$33M	Buy	743,930 +112,610	+18%	+$5.43M	18.58%	1
2022 Q1	$33.5M	Buy	631,320 +77,071	+14%	+$4.04M	16.44%	1
2021 Q4	$30.9M	Buy	554,249 +61,419	+12%	+$3.32M	16.13%	1
2021 Q3	$24.9M	Buy	492,830 +85,070	+21%	+$4.41M	14.4%	1
2021 Q2	$20.5M	Buy	407,760 +57,199	+16%	+$2.81M	15.94%	1
2021 Q1	$16.3M	Buy	350,561 +77,624	+28%	+$3.52M	16.1%	1
2020 Q4	$12M	Buy	272,937 +15,131	+6%	+$631K	12.65%	1
2020 Q3	$10.1M	Sell	257,806 -31,831	-11%	-$1.24M	9.5%	3
2020 Q2	$10.5M	Buy	289,637 +117,044	+68%	+$4.02M	9.79%	3
2020 Q1	$5.22M	Buy	172,593 +63,319	+58%	+$2.27M	5.01%	7
2019 Q4	$4.13M	Buy	109,274 +46,270	+73%	+$1.67M	2.62%	11
2019 Q3	$2.2M	Buy	63,004 +40,800	+184%	+$1.42M	1.5%	22
2019 Q2	$767K	Buy	+22,204	New	+$753K	0.55%	34

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

CCG Wealth Management's SPYM Position: Q2 2026 in Review

CCG Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $8.38M and leaving 647,752 shares worth $56.9M. The position accounts for 13.2% of the portfolio, ranked #1.

CCG Wealth Management first reported a position in SPYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $57.1M in Q1 2026. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

CCG Wealth Management held 647,752 shares of State Street SPDR Portfolio S&P 500 ETF worth $56.9M as of Q2 2026.
CCG Wealth Management sold 98,165 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.38M.
State Street SPDR Portfolio S&P 500 ETF made up 13.2% of CCG Wealth Management's portfolio in Q2 2026, its #1 holding.
CCG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
CCG Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $57.1M in Q1 2026.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.