Cahill Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cahill Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.86M	Buy	6,903 +751	+12%	+$441K	1.97%	10
2024 Q4	$3.61M	Buy	6,152 +1	+0%	+$589	1.84%	11
2024 Q3	$3.53M	Buy	6,151 +2	+0%	+$1.11K	1.82%	11
2024 Q2	$3.35M	Buy	6,149 +1	+0%	+$523	2%	10
2024 Q1	$3.22M	Buy	6,148 +2	+0%	+$996	1.87%	11
2023 Q4	$2.92M	Sell	6,146 -69	-1%	-$30.7K	1.96%	11
2023 Q3	$2.66M	Buy	6,215 +2	+0%	+$890	2.04%	9
2023 Q2	$2.75M	Sell	6,213 -359	-5%	-$151K	1.9%	10
2023 Q1	$2.69M	Hold	6,572	–	–	1.99%	10
2022 Q4	$2.71M	Buy	6,572 +2,169	+49%	+$834K	1.97%	10
2022 Q3	$1.57M	Buy	+4,403	New	+$1.75M	1.4%	13

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cahill Wealth Management's SPY Position: Q1 2025 in Review

Cahill Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2025, buying an estimated $441K and bringing the position to 6,903 shares worth $3.86M. The position accounts for 1.97% of the portfolio, ranked #10.

Cahill Wealth Management first reported a position in SPY in Q3 2022 and has held it in 11 quarters since. 4,179 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Cahill Wealth Management held 6,903 shares of State Street SPDR S&P 500 ETF Trust worth $3.86M as of Q1 2025.
Cahill Wealth Management bought 751 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $441K.
State Street SPDR S&P 500 ETF Trust made up 1.97% of Cahill Wealth Management's portfolio in Q1 2025, its #10 holding.
Cahill Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 11 quarters since.
4,179 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.