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

CMH Wealth 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 Q2	$886K	Sell	1,184 -31	-3%	-$22.5K	0.14%	85
2026 Q1	$792K	Buy	+1,215	New	+$826K	0.14%	92
2024 Q1	–	Sell	-1,621	Closed	-$770K	–	45
2023 Q4	$770K	Buy	+1,621	New	+$722K	0.19%	43
2020 Q1	–	Sell	-27,200	Closed	-$8.76M	–	55
2019 Q4	$8.76M	Hold	27,200	–	–	4.5%	2
2019 Q3	$8.07M	Hold	27,200	–	–	4.57%	2
2019 Q2	$7.97M	Hold	27,200	–	–	4.68%	3
2019 Q1	$7.68M	Buy	27,200 +150	+0.6%	+$40.8K	4.65%	3
2018 Q4	$6.76M	Buy	+27,050	New	+$7.29M	4.08%	3

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

CMH Wealth Management's SPY Position: Q2 2026 in Review

CMH Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, selling an estimated $22.5K and leaving 1,184 shares worth $886K. The position accounts for 0.14% of the portfolio, ranked #85.

CMH Wealth Management first reported a position in SPY in Q4 2018 and has held it in 8 quarters since. The position peaked at $8.76M in Q4 2019. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CMH Wealth Management held 1,184 shares of State Street SPDR S&P 500 ETF Trust worth $886K as of Q2 2026.
CMH Wealth Management sold 31 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $22.5K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of CMH Wealth Management's portfolio in Q2 2026, its #85 holding.
CMH Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 8 quarters since.
CMH Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $8.76M in Q4 2019.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.