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

CM Wealth Advisors’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
2026 Q2	$3.12M	Hold	4,174	–	–	0.56%	22
2026 Q1	$2.72M	Hold	4,174	–	–	0.58%	20
2025 Q4	$2.85M	Buy	4,174 +780	+23%	+$527K	0.65%	20
2025 Q3	$2.27M	Hold	3,394	–	–	0.6%	20
2025 Q2	$2.1M	Buy	+3,394	New	+$1.94M	0.62%	18
2024 Q2	–	Sell	-8,166	Closed	-$4.22M	–	164
2024 Q1	$4.22M	Buy	+8,166	New	+$4.07M	1.21%	13

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

CM Wealth Advisors's SPY Position: Q2 2026 in Review

CM Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 4,174 shares worth $3.12M. The position accounts for 0.56% of the portfolio, ranked #22.

CM Wealth Advisors first reported a position in SPY in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.22M in Q1 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CM Wealth Advisors held 4,174 shares of State Street SPDR S&P 500 ETF Trust worth $3.12M as of Q2 2026.
CM Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.56% of CM Wealth Advisors's portfolio in Q2 2026, its #22 holding.
CM Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 6 quarters since.
CM Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.22M in Q1 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.