Cfm Wealth Partners LLC Spdr S&P 500 ETF Trust Transaction History

Cfm Wealth Partners LLC

  • $541 Million
  • Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 16,066 shares of SPY stock, worth $8.68 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
16,066
Previous 12,094 32.84%
Holding current value
$8.68 Million
Previous $6.33 Million 38.21%
% of portfolio
1.62%
Previous 1.28%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$495.16 - $548.49 $1.97 Million - $2.18 Million
3,972 Added 32.84%
16,066 $8.74 Million
Q1 2024

Apr 15, 2024
BUY
$467.28 - $523.17 $741,106 - $829,747
1,586 Added 15.09%
12,094 $6.33 Million
Q4 2023

Jan 11, 2024
BUY
$410.68 - $476.69 $161,807 - $187,815
394 Added 3.9%
10,508 $4.99 Million
Q3 2023

Oct 11, 2023
BUY
$425.88 - $457.79 $99,230 - $106,665
233 Added 2.36%
10,114 $4.32 Million
Q2 2023

Jul 14, 2023
BUY
$404.36 - $443.28 $95,024 - $104,170
235 Added 2.44%
9,881 $4.38 Million
Q1 2023

Apr 12, 2023
BUY
$379.5 - $416.78 $3.66 Million - $4.02 Million
9,646 New
9,646 $3.95 Million
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $281,097 - $320,232
786 Added 9.49%
9,069 $3.47 Billion
Q3 2022

Oct 17, 2022
BUY
$357.18 - $429.7 $363,609 - $437,434
1,018 Added 14.01%
8,283 $2.96 Million
Q2 2022

Jul 12, 2022
SELL
$365.86 - $456.8 $13,536 - $16,901
-37 Reduced 0.51%
7,265 $2.74 Million
Q1 2022

Apr 14, 2022
BUY
$416.25 - $477.71 $278,055 - $319,110
668 Added 10.07%
7,302 $3.3 Million
Q4 2021

Jan 21, 2022
SELL
$428.64 - $477.48 $132,021 - $147,063
-308 Reduced 4.44%
6,634 $3.17 Million
Q3 2021

Oct 25, 2021
BUY
$424.97 - $453.19 $290,254 - $309,528
683 Added 10.91%
6,942 $2.98 Million
Q2 2021

Jul 21, 2021
BUY
$400.61 - $428.06 $117,779 - $125,849
294 Added 4.93%
6,259 $2.68 Million
Q1 2021

May 17, 2021
BUY
$368.79 - $397.26 $478,320 - $515,246
1,297 Added 27.78%
5,965 $2.36 Million
Q2 2020

Aug 14, 2020
BUY
$246.15 - $323.2 $146,459 - $192,304
595 Added 14.61%
4,668 $1.44 Million
Q1 2020

May 12, 2020
BUY
$222.95 - $338.34 $71,566 - $108,607
321 Added 8.56%
4,073 $1.05 Million
Q4 2019

Jan 30, 2020
BUY
$288.06 - $322.94 $1.08 Million - $1.21 Million
3,752 New
3,752 $1.24 Million

Others Institutions Holding SPY

# of Institutions
4,424
Shares Held
557M
Call Options Held
274M
Put Options Held
402M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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