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

CGC Financial Services’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 Q3	$45.8K	Hold	60	–	–	0.01%	138
2026 Q2	$44.8K	Hold	60	–	–	0.01%	139
2026 Q1	$39K	Hold	60	–	–	0.01%	139
2025 Q4	$40.9K	Hold	60	–	–	0.01%	142
2025 Q3	$40K	Hold	60	–	–	0.01%	137
2025 Q2	$37.1K	Hold	60	–	–	0.01%	135
2025 Q1	$33.6K	Hold	60	–	–	0.01%	129
2024 Q4	$35.2K	Hold	60	–	–	0.01%	125
2024 Q3	$34.4K	Hold	60	–	–	0.01%	125
2024 Q2	$32.7K	Hold	60	–	–	0.01%	126
2024 Q1	$31.4K	Hold	60	–	–	0.02%	129
2023 Q4	$28.5K	Hold	60	–	–	0.01%	141
2023 Q3	$25.6K	Hold	60	–	–	0.02%	122
2023 Q2	$26.6K	Buy	+60	New	+$25.2K	0.02%	127

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CGC Financial Services's SPY Position: Q3 2026 in Review

CGC Financial Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 60 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #138.

CGC Financial Services first reported a position in SPY in Q2 2023 and has held it in 14 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

CGC Financial Services held 60 shares of State Street SPDR S&P 500 ETF Trust worth $45.8K as of Q3 2026.
CGC Financial Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #138 holding.
CGC Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 14 quarters since.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.