CFM Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
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|
2025
Q1 | $9.59M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.66M | Buy |
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|
2024
Q2 | $8.74M | Buy |
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|
2024
Q1 | $6.33M | Buy |
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|
2023
Q4 | $4.99M | Buy |
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|
2023
Q3 | $4.32M | Buy |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $3.47M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $2.74M | Sell |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.68M | Buy |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.62M | Hold |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $1.24M | Buy |
|