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 Q3	$875K	Sell	1,144 -40	-3%	-$30.4K	0.13%	80
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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

CMH Wealth Management's SPY Position: Q3 2026 in Review

CMH Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q3 2026, selling an estimated $30.4K and leaving 1,144 shares worth $875K. The position accounts for 0.13% of the portfolio, ranked #80.

CMH Wealth Management first reported a position in SPY in Q4 2018 and has held it in 9 quarters since. The position peaked at $8.76M in Q4 2019. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

CMH Wealth Management held 1,144 shares of State Street SPDR S&P 500 ETF Trust worth $875K as of Q3 2026.
CMH Wealth Management sold 40 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of CMH Wealth Management's portfolio in Q3 2026, its #80 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 9 quarters since.
CMH Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $8.76M in Q4 2019.
1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.