CFM Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CFM Wealth Partners’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 Q2	$12.9M	Sell	17,217 -227	-1%	-$165K	1.64%	16
2026 Q1	$11.3M	Buy	17,444 +471	+3%	+$320K	1.7%	15
2025 Q4	$11.6M	Sell	16,973 -28	-0.2%	-$18.9K	1.67%	14
2025 Q3	$11.3M	Buy	17,001 +52	+0.3%	+$33.3K	1.64%	13
2025 Q2	$10.5M	Sell	16,949 -200	-1%	-$114K	1.67%	15
2025 Q1	$9.59M	Sell	17,149 -37	-0.2%	-$21.7K	1.69%	16
2024 Q4	$10.1M	Buy	17,186 +348	+2%	+$205K	1.7%	15
2024 Q3	$9.66M	Buy	16,838 +772	+5%	+$427K	1.69%	15
2024 Q2	$8.74M	Buy	16,066 +3,972	+33%	+$2.08M	1.61%	14
2024 Q1	$6.33M	Buy	12,094 +1,586	+15%	+$790K	1.27%	20
2023 Q4	$4.99M	Buy	10,508 +394	+4%	+$176K	1.13%	24
2023 Q3	$4.32M	Buy	10,114 +233	+2%	+$104K	1.13%	22
2023 Q2	$4.38M	Buy	9,881 +235	+2%	+$98.6K	1.06%	23
2023 Q1	$3.95M	Buy	9,646 +577	+6%	+$230K	1.06%	21
2022 Q4	$3.47M	Buy	9,069 +786	+9%	+$302K	1.04%	24
2022 Q3	$2.96M	Buy	8,283 +1,018	+14%	+$404K	0.95%	25
2022 Q2	$2.74M	Sell	7,265 -37	-0.5%	-$15.2K	0.82%	31
2022 Q1	$3.3M	Buy	7,302 +668	+10%	+$297K	0.79%	32
2021 Q4	$3.17M	Sell	6,634 -308	-4%	-$141K	0.71%	38
2021 Q3	$2.98M	Buy	6,942 +683	+11%	+$301K	0.75%	37
2021 Q2	$2.68M	Buy	6,259 +294	+5%	+$123K	0.71%	39
2021 Q1	$2.36M	Buy	5,965 +1,297	+28%	+$500K	0.71%	39
2020 Q4	$1.75M	Hold	4,668	–	–	0.56%	47
2020 Q3	$1.62M	Hold	4,668	–	–	0.59%	41
2020 Q2	$1.44M	Buy	4,668 +595	+15%	+$174K	0.55%	41
2020 Q1	$1.05M	Buy	4,073 +321	+9%	+$97.9K	0.49%	47
2019 Q4	$1.24M	Buy	+3,752	New	+$1.16M	0.46%	50

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

CFM Wealth Partners's SPY Position: Q2 2026 in Review

CFM Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, selling an estimated $165K and leaving 17,217 shares worth $12.9M. The position accounts for 1.64% of the portfolio, ranked #16.

CFM Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CFM Wealth Partners held 17,217 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q2 2026.
CFM Wealth Partners sold 227 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $165K.
State Street SPDR S&P 500 ETF Trust made up 1.64% of CFM Wealth Partners's portfolio in Q2 2026, its #16 holding.
CFM Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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