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

CJM Wealth Advisers’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	$607K	Sell	813 -67	-8%	-$48.6K	0.16%	41
2026 Q1	$572K	Buy	880 +169	+24%	+$115K	0.17%	41
2025 Q4	$485K	Sell	711 -126	-15%	-$85.2K	0.15%	47
2025 Q3	$558K	Hold	837	–	–	0.17%	44
2025 Q2	$517K	Buy	837 +1	+0.1%	+$572	0.17%	42
2025 Q1	$467K	Sell	836 -17	-2%	-$9.99K	0.17%	44
2024 Q4	$500K	Buy	853 +1	+0.1%	+$589	0.17%	40
2024 Q3	$489K	Buy	852 +91	+12%	+$50.3K	0.17%	39
2024 Q2	$415K	Buy	761 +101	+15%	+$52.9K	0.15%	40
2024 Q1	$345K	Sell	660 -4	-0.6%	-$1.99K	0.13%	44
2023 Q4	$316K	Buy	664 +32	+5%	+$14.3K	0.14%	46
2023 Q3	$270K	Buy	+632	New	+$281K	0.13%	45
2023 Q2	–	Sell	-548	Closed	-$224K	–	57
2023 Q1	$224K	Buy	548 +1	+0.2%	+$399	0.13%	53
2022 Q4	$209K	Buy	+547	New	+$210K	0.13%	53
2022 Q3	–	Sell	-544	Closed	-$205K	–	53
2022 Q2	$205K	Buy	544 +1	+0.2%	+$410	0.14%	54
2022 Q1	$245K	Buy	543 +1	+0.2%	+$445	0.17%	49
2021 Q4	$257K	Buy	+542	New	+$249K	0.18%	50

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

CJM Wealth Advisers's SPY Position: Q2 2026 in Review

CJM Wealth Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.6% in Q2 2026, selling an estimated $48.6K and leaving 813 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #41.

CJM Wealth Advisers first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CJM Wealth Advisers held 813 shares of State Street SPDR S&P 500 ETF Trust worth $607K as of Q2 2026.
CJM Wealth Advisers sold 67 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $48.6K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of CJM Wealth Advisers's portfolio in Q2 2026, its #41 holding.
CJM Wealth Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.