Cm Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,394 shares of SPY stock, worth $2.28 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
3,394
Holding current value
$2.28 Million
% of portfolio
0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$496.48 - $617.85 $1.69 Million - $2.1 Million
3,394 New
3,394 $2.1 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $3.82 Million - $4.27 Million
8,166 New
8,166 $4.27 Million

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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