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

CMC Financial Group’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
2025 Q4	–	Sell	-318	Closed	-$212K	–	43
2025 Q3	$212K	Buy	+318	New	+$204K	0.39%	34
2025 Q2	–	Sell	-364	Closed	-$204K	–	39
2025 Q1	$204K	Sell	364 -34	-9%	-$20K	0.46%	32
2024 Q4	$233K	Sell	398 -99	-20%	-$58.3K	0.5%	22
2024 Q3	$285K	Buy	+497	New	+$275K	0.42%	17
2022 Q2	–	Sell	-2,602	Closed	-$1.08M	–	28
2022 Q1	$1.08M	Buy	+2,602	New	+$1.16M	1.2%	19

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CMC Financial Group's SPY Position: Q4 2025 in Review

CMC Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 318 shares — an estimated $212K sold.

CMC Financial Group first reported a position in SPY in Q1 2022 and held it in 5 quarters. The position peaked at $1.08M in Q1 2022. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

CMC Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
CMC Financial Group sold 318 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $212K.
CMC Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and held it in 5 quarters.
CMC Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.08M in Q1 2022.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on CMC Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.