SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,973 Value ($000) $11,574 Avg Close — Range —
Q3 2025
Shares 17,001 Value ($000) $11,326 Avg Close — Range —
Q2 2025
Shares 16,949 Value ($000) $10,472 Avg Close — Range —
Q1 2025
Shares 17,149 Value ($000) $9,593 Avg Close — Range —
Q4 2024
Shares 17,186 Value ($000) $10,073 Avg Close — Range —
Q3 2024
Shares 16,838 Value ($000) $9,661 Avg Close — Range —
Q2 2024
Shares 16,066 Value ($000) $8,743 Avg Close — Range —
Q1 2024
Shares 12,094 Value ($000) $6,326 Avg Close — Range —
Q4 2023
Shares 10,508 Value ($000) $4,995 Avg Close — Range —
Q3 2023
Shares 10,114 Value ($000) $4,324 Avg Close — Range —
Q2 2023
Shares 9,881 Value ($000) $4,380 Avg Close — Range —
Q1 2023
Shares 9,646 Value ($000) $3,949 Avg Close — Range —
Q4 2022
Shares 9,069 Value ($000) $3,468 Avg Close — Range —
Q3 2022
Shares 8,283 Value ($000) $2,959 Avg Close — Range —
Q2 2022
Shares 7,265 Value ($000) $2,741 Avg Close — Range —
Q1 2022
Shares 7,302 Value ($000) $3,298 Avg Close — Range —
Q4 2021
Shares 6,634 Value ($000) $3,169 Avg Close — Range —
Q3 2021
Shares 6,942 Value ($000) $2,979 Avg Close — Range —
Q2 2021
Shares 6,259 Value ($000) $2,679 Avg Close — Range —
Q1 2021
Shares 5,965 Value ($000) $2,364 Avg Close — Range —
Q4 2020
Shares 4,668 Value ($000) $1,745 Avg Close — Range —
Q3 2020
Shares 4,668 Value ($000) $1,621 Avg Close — Range —
Q2 2020
Shares 4,668 Value ($000) $1,439 Avg Close — Range —
Q1 2020
Shares 4,073 Value ($000) $1,050 Avg Close — Range —
Q4 2019
Shares 3,752 Value ($000) $1,242 Avg Close — Range —