Ownership history in FMB WEALTH MANAGEMENT · 6 quarters on record
This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,170 | +368 | +9.7% | 1.12% | $2.8M | $681.92 |
| 2025 Q3 | UNCHANGED | 3,802 | — | 0% | 1.07% | $2.5M | $664.22 |
| 2025 Q2 | REDUCED | 3,802 | -1 | -0.0% | 1.12% | $2.3M | $614.33 |
| 2025 Q1 | ADDED | 3,803 | +28 | +0.7% | 1.18% | $2.1M | $554.56 |
As of 2025 Q4 — sorted by position size