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

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 6,295 shares of SPY stock, worth $4.21 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

6,295

Previous 3,946 59.53%

Holding current value

$4.21 Million

Previous $2.21 Million 76.21%

% of portfolio

0.65%

Previous 0.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$496.48 - $617.85 $1.17 Million - $1.45 Million	2,349 Added 59.53%	6,295 $3.89 Million
Q1 2025 Apr 28, 2025	BUY	$551.42 - $612.93 $436,173 - $484,827	791 Added 25.07%	3,946 $2.21 Million
Q4 2024 Jan 24, 2025	BUY	$567.81 - $607.81 $432,103 - $462,543	761 Added 31.79%	3,155 $1.85 Million
Q3 2024 Oct 30, 2024	BUY	$517.38 - $573.86 $20,177 - $22,380	39 Added 1.66%	2,394 $1.37 Million
Q2 2024 Jul 12, 2024	BUY	$495.16 - $548.49 $1,980 - $2,193	4 Added 0.17%	2,355 $1.28 Million
Q1 2024 May 14, 2024	BUY	$467.28 - $523.17 $4,672 - $5,231	10 Added 0.43%	2,351 $1.23 Million
Q4 2023 May 14, 2024	SELL	$410.68 - $476.69 $158,111 - $183,525	-385 Reduced 14.12%	2,341 $1.11 Million
Q3 2023 Nov 14, 2023	BUY	$425.88 - $457.79 $4,258 - $4,577	10 Added 0.37%	2,726 $1.17 Million
Q2 2023 Jul 12, 2023	SELL	$404.36 - $443.28 $400,316 - $438,847	-990 Reduced 26.71%	2,716 $1.2 Million
Q1 2023 Apr 24, 2023	BUY	$379.5 - $416.78 $945,334 - $1.04 Million	2,491 Added 205.02%	3,706 $1.52 Million
Q4 2022 Jan 19, 2023	BUY	$357.63 - $407.42 $23,603 - $26,889	66 Added 5.74%	1,215 $0
Q3 2022 Oct 24, 2022	BUY	$357.18 - $429.7 $8,572 - $10,312	24 Added 2.13%	1,149 $410,000
Q2 2022 Aug 12, 2022	BUY	$365.86 - $456.8 $411,592 - $513,900	1,125 New	1,125 $465,000

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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