SPWG
CME icon

Sage Private Wealth Group’s CME Group CME Stock Holding History

Sage Private Wealth Group’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Sell
3,402
-37
-1% -$11K 0.51% 20
2025
Q4 		$939K Buy
3,439
+62
+2% +$16.8K 0.51% 24
2025
Q3 		$912K Buy
3,377
+177
+6% +$48.2K 0.51% 23
2025
Q2 		$882K Sell
3,200
-319
-9% -$86.8K 0.57% 19
2025
Q1 		$934K Buy
3,519
+12
+0.3% +$2.96K 0.71% 14
2024
Q4 		$814K Sell
3,507
-232
-6% -$53.4K 0.61% 17
2024
Q3 		$825K Sell
3,739
-517
-12% -$107K 0.65% 14
2024
Q2 		$837K Buy
4,256
+1,919
+82% +$396K 0.7% 13
2024
Q1 		$503K Sell
2,337
-70
-3% -$14.7K 0.4% 32
2023
Q4 		$507K Sell
2,407
-333
-12% -$71.1K 0.45% 22
2023
Q3 		$549K Sell
2,740
-875
-24% -$174K 0.76% 12
2023
Q2 		$670K Sell
3,615
-23,185
-87% -$4.28M 0.91% 10
2023
Q1 		$5.13M Sell
26,800
-1,067
-4% -$193K 5.89% 8
2022
Q4 		$4.69M Sell
27,867
-892
-3% -$155K 5.56% 8
2022
Q3 		$5.09M Sell
28,759
-1,605
-5% -$317K 6.73% 5
2022
Q2 		$6.22M Sell
30,364
-21,710
-42% -$4.6M 8.94% 4
2022
Q1 		$7.39M Buy
52,074
+1,778
+4% +$418K 7.19% 5
2021
Q4 		$6.69M Buy
50,296
+21,118
+72% +$4.65M 8.32% 4
2021
Q3 		$5.64M Buy
29,178
+375
+1% +$76K 7.8% 4
2021
Q2 		$6.13M Buy
28,803
+27,698
+2,507% +$5.85M 8.29% 4
2021
Q1 		$226K Sell
1,105
-46
-4% -$9.06K 0.39% 34
2020
Q4 		$209K Buy
+1,151
New +$196K 0.58% 34

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Private Wealth Group's CME Position: Q1 2026 in Review

Sage Private Wealth Group reduced its CME Group (CME) stake by 1.1% in Q1 2026, selling an estimated $11K and leaving 3,402 shares worth $1M. The position accounts for 0.51% of the portfolio, ranked #20.

Sage Private Wealth Group first reported a position in CME in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.39M in Q1 2022. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Sage Private Wealth Group held 3,402 shares of CME Group worth $1M as of Q1 2026.
  • Sage Private Wealth Group sold 37 CME Group shares in Q1 2026, an estimated $11K.
  • CME Group made up 0.51% of Sage Private Wealth Group's portfolio in Q1 2026, its #20 holding.
  • Sage Private Wealth Group first reported a position in CME Group in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's CME Group position peaked at $7.39M in Q1 2022.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.