SEC 13F Intelligence

C2c Wealth Management, LLC / SPY

C2c Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does C2c Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 5.7K shares worth $3M in Q4 2023; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
5.7K
% of Portfolio
+2.31%
Quarters Held
9
position exited

Position History SPY

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $8MQ2 ’23Q3 ’23: $7MQ4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20235.7K$3M+2.31%
Q3 202317.3K$7M+1.05%
Q2 202316.8K$8M+1.00%
Q1 202314.0K$6M+0.92%
Q4 202213.2K$5M+0.89%
Q3 202214.1K$5M+1.04%
Q2 202213.9K$5M+1.00%
Q1 202214.3K$6M+1.08%
Q4 202116.9K$8M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See C2c Wealth Management, LLC’s full portfolio or all institutional holders of SPY.