SEC 13F Intelligence

Cahill Wealth Management, LLC / SPY

Cahill Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does Cahill Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 6.9K shares worth $4M (+1.97% of its 13F portfolio) as of Q1 2025, up from 6.2K shares the prior filed quarter.

Position Value
$4M
Q1 2025
Shares
6.9K
% of Portfolio
+1.97%
Quarters Held
11
currently held

Position History SPY

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20256.9K$4M+1.97%
Q4 20246.2K$4M+1.84%
Q3 20246.2K$4M+1.82%
Q2 20246.1K$3M+2.00%
Q1 20246.1K$3M+1.87%
Q4 20236.1K$3M+1.96%
Q3 20236.2K$3M+2.04%
Q2 20236.2K$3M+1.90%
Q1 20236.6K$3M+1.99%
Q4 20226.6K$3M+1.97%
Q3 20224.4K$2M+1.40%

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