SEC 13F Intelligence

Csm Advisors, LLC / SPY

Csm Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Csm Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 129.4K shares worth $84,180 (+2.07% of its 13F portfolio) as of Q1 2026.

Position Value
$84,180
Q1 2026
Shares
129.4K
% of Portfolio
+2.07%
Quarters Held
20
currently held

Position History SPY

Reported value by quarter
Q2 ’21: $90MQ2 ’21Q3 ’21: $56MQ4 ’21: $61MQ1 ’22: $58MQ1 ’22Q2 ’22: $78MQ3 ’22: $46MQ4 ’22: $49,502Q4 ’22Q1 ’23: $59,132Q2 ’23: $57,378Q3 ’23: $61,745Q3 ’23Q4 ’23: $91,278Q1 ’24: $93,645Q2 ’24: $96,948Q2 ’24Q3 ’24: $74,267Q4 ’24: $227,586Q1 ’25: $144,814Q1 ’25Q2 ’25: $105,425Q3 ’25: $113,445Q4 ’25: $88,268Q4 ’25Q1 ’26: $84,180filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026129.4K$84,180+2.07%
Q4 2025129.4K$88,268+2.40%
Q3 2025170.3K$113,445+3.17%
Q2 2025170.6K$105,425+3.08%
Q1 2025258.9K$144,814+7.90%
Q4 2024388.3K$227,586+6.24%
Q3 2024129.4K$74,267+4.84%
Q2 2024178.1K$96,948+6.84%
Q1 2024179.0K$93,645+6.15%
Q4 2023187.1K$91,278+6.57%
Q3 2023129.6K$61,745+5.38%
Q2 2023129.4K$57,378+4.33%
Q1 2023129.6K$59,132+5.11%
Q4 2022129.4K$49,502+4.71%
Q3 2022129.4K$46M+5.05%
Q2 2022207.8K$78M+7.16%
Q1 2022129.4K$58M+4.00%
Q4 2021129.4K$61M+4.07%
Q3 2021129.4K$56M+4.10%
Q2 2021211.3K$90M+5.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Csm Advisors, LLC’s full portfolio or all institutional holders of SPY.