CWMK
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Caliber Wealth Management (Kansas)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.1M Sell
17,985
-2,363
-12% -$1.46M 1.19% 19
2025
Q1 		$11.4M Buy
+20,348
New +$11.4M 1.55% 13