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

CFO Capital Management’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	–	Sell	-1,535	Closed	-$1.05M	–	116
2025 Q4	$1.05M	Buy	+1,535	New	+$1.04M	0.78%	35

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 $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 $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

CFO Capital Management's SPY Position: Q1 2026 in Review

CFO Capital Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 1,535 shares — an estimated $1.05M sold.

CFO Capital Management first reported a position in SPY in Q4 2025 and held it in 1 quarter. The position peaked at $1.05M in Q4 2025. 4,573 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

CFO Capital Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
CFO Capital Management sold 1,535 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.05M.
CFO Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 1 quarter.
CFO Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.05M in Q4 2025.
4,573 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.