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

CM Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Buy
+3,394
New +$2.1M 0.62% 18
2024
Q2 		– Sell
-8,166
Closed -$4.22M – 164
2024
Q1 		$4.22M Buy
+8,166
New +$4.22M 1.21% 13