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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

CGC Financial Services's SPY Position: Q2 2026 in Review

CGC Financial Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 60 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #139.

CGC Financial Services first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CGC Financial Services held 60 shares of State Street SPDR S&P 500 ETF Trust worth $44.8K as of Q2 2026.
CGC Financial Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #139 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 13 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.