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

New Century 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	-2,451	Closed	-$1.63M	–	50
2025 Q3	$1.63M	Sell	2,451 -395	-14%	-$253K	2.9%	5
2025 Q2	$1.76M	Sell	2,846 -1,077	-27%	-$616K	2.06%	10
2025 Q1	$2.19M	Sell	3,923 -1,292	-25%	-$759K	2.54%	6
2024 Q4	$3.09M	Sell	5,215 -9,988	-66%	-$5.88M	1.31%	12
2024 Q3	$8.72M	Buy	15,203 +1,912	+14%	+$1.06M	3.2%	1
2024 Q2	$7.23M	Buy	13,291 +11,143	+519%	+$5.83M	3.07%	4
2024 Q1	$1.12M	Buy	2,148 +40	+2%	+$19.9K	0.78%	35
2023 Q4	$1M	Buy	+2,108	New	+$939K	0.87%	28

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

New Century Financial Group's SPY Position: Q4 2025 in Review

New Century Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 2,451 shares — an estimated $1.63M sold.

New Century Financial Group first reported a position in SPY in Q4 2023 and held it in 8 quarters. The position peaked at $8.72M in Q3 2024. 4,613 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

New Century Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 2,451 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $1.63M.
New Century Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 8 quarters.
New Century Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.72M in Q3 2024.
4,613 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.