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Smallwood Wealth Investment Management’s CME Group CME Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q3 		– Sell
-2
Closed -$551 – 540
2025
Q2 		$551 Buy
+2
New +$544 ﹤0.01% 490

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smallwood Wealth Investment Management's CME Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of CME Group (CME) in Q3 2025, closing a stake of 2 shares — an estimated $551 sold.

Smallwood Wealth Investment Management first reported a position in CME in Q2 2025 and held it in 1 quarter. The position peaked at $551 in Q2 2025. 1,651 funds tracked by Wall St. Rank hold CME as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining CME Group position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 CME Group shares in Q3 2025, an estimated $551.
  • Smallwood Wealth Investment Management first reported a position in CME Group in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's CME Group position peaked at $551 in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.