CWP
CFM Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
16,949
-200
| -1% | -$124K | 1.67% | 15 |
|
|
2025
Q1 | $9.59M | Sell |
17,149
-37
| -0.2% | -$20.7K | 1.69% | 16 |
|
|
2024
Q4 | $10.1M | Buy |
17,186
+348
| +2% | +$204K | 1.7% | 15 |
|
|
2024
Q3 | $9.66M | Buy |
16,838
+772
| +5% | +$443K | 1.69% | 15 |
|
|
2024
Q2 | $8.74M | Buy |
16,066
+3,972
| +33% | +$2.16M | 1.61% | 14 |
|
|
2024
Q1 | $6.33M | Buy |
12,094
+1,586
| +15% | +$830K | 1.27% | 20 |
|
|
2023
Q4 | $4.99M | Buy |
10,508
+394
| +4% | +$187K | 1.13% | 24 |
|
|
2023
Q3 | $4.32M | Buy |
10,114
+233
| +2% | +$99.6K | 1.13% | 22 |
|
|
2023
Q2 | $4.38M | Buy |
9,881
+235
| +2% | +$104K | 1.06% | 23 |
|
|
2023
Q1 | $3.95M | Buy |
9,646
+577
| +6% | +$236K | 1.06% | 20 |
|
|
2022
Q4 | $3.47M | Buy |
9,069
+786
| +9% | +$301K | 1.04% | 24 |
|
|
2022
Q3 | $2.96M | Buy |
8,283
+1,018
| +14% | +$364K | 0.95% | 25 |
|
|
2022
Q2 | $2.74M | Sell |
7,265
-37
| -0.5% | -$14K | 0.82% | 31 |
|
|
2022
Q1 | $3.3M | Buy |
7,302
+668
| +10% | +$302K | 0.79% | 32 |
|
|
2021
Q4 | $3.17M | Sell |
6,634
-308
| -4% | -$147K | 0.71% | 38 |
|
|
2021
Q3 | $2.98M | Buy |
6,942
+683
| +11% | +$293K | 0.75% | 37 |
|
|
2021
Q2 | $2.68M | Buy |
6,259
+294
| +5% | +$126K | 0.71% | 39 |
|
|
2021
Q1 | $2.36M | Buy |
5,965
+1,297
| +28% | +$514K | 0.71% | 39 |
|
|
2020
Q4 | $1.75M | Hold |
4,668
| – | – | 0.56% | 47 |
|
|
2020
Q3 | $1.62M | Hold |
4,668
| – | – | 0.59% | 41 |
|
|
2020
Q2 | $1.44M | Buy |
4,668
+595
| +15% | +$183K | 0.55% | 41 |
|
|
2020
Q1 | $1.05M | Buy |
4,073
+321
| +9% | +$82.8K | 0.49% | 47 |
|
|
2019
Q4 | $1.24M | Buy |
+3,752
| New | +$1.24M | 0.46% | 50 |
|