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

CSM 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
2024 Q3	–	Sell	-50	Closed	-$2.72M	–	138
2024 Q2	$2.72M	Hold	50	–	–	0.19%	82
2024 Q1	$2.62M	Buy	+50	New	+$24.9K	0.17%	87
2023 Q3	–	Sell	-150	Closed	-$6.65M	–	147
2023 Q2	$6.65M	Buy	+150	New	+$63K	0.5%	61
2023 Q1	–	Sell	-150	Closed	-$5.74M	–	147
2022 Q4	$5.74M	Sell	150 -205	-58%	-$78.8K	0.55%	56
2022 Q3	$12.7M	Sell	355 -45	-11%	-$17.9K	1.39%	14
2022 Q2	$15.1M	Hold	400	–	–	1.38%	12
2022 Q1	$18.1M	Hold	400	–	–	1.24%	18
2021 Q4	$19M	Buy	400 +60	+18%	+$27.5K	1.26%	17
2021 Q3	$14.6M	Sell	340 -210	-38%	-$92.6K	1.08%	26
2021 Q2	$23.5M	Buy	+550	New	+$230K	1.56%	15

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSM Advisors's SPY Position: Q1 2026 in Review

CSM Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 129,440 shares worth $84.2M. The position accounts for 2.07% of the portfolio, ranked #6.

CSM Advisors first reported a position in SPY in Q2 2021 and has held it in 20 quarters since. The position peaked at $152M in Q4 2024. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

CSM Advisors held 129,440 shares of State Street SPDR S&P 500 ETF Trust worth $84.2M as of Q1 2026.
CSM Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 2.07% of CSM Advisors's portfolio in Q1 2026, its #6 holding.
CSM Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 20 quarters since.
CSM Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $152M in Q4 2024.
4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.