Ownership history in CMG Global Holdings, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which CMG Global Holdings, LLC reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CMG Global Holdings, LLC outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 79% (15/19 decisions correct). Average cost basis: $413.99. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
15 of 19 add/trim decisions correct
Best entry: $340.84 (2022 Q3) Β· Worst: $680.06 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π CMG Global Holdings, LLC has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 4.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size