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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by C2C Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of SPY by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−5,715−100.0%Sold outHolders
Q4 20235,715$2.72M2.3%−11,603−67.0%ReducedHolders
Q3 202317,318$7.36M1.0%+534+3.2%AddedHolders
Q2 202316,784$7.58M1.0%+2,753+19.6%AddedHolders
Q1 202314,031$5.72M0.9%+873+6.6%AddedHolders
Q4 202213,158$5.14M0.9%−945−6.7%ReducedHolders
Q3 202214,103$5.33M1.0%+188+1.4%AddedHolders
Q2 202213,915$5.46M1.0%−340−2.4%ReducedHolders
Q1 202214,255$6.36M1.1%−2,606−15.5%ReducedHolders
Q4 202116,861$8.01M1.2%–No prior filingHolders