Cape Investment Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cape Investment Advisory’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Sell
2025 Q1	$2.18M	Buy
2024 Q4	$1.88M	Buy
2024 Q3	$1.56M	Buy
2024 Q2	$1.09M	Buy
2024 Q1	$637K	Buy
2023 Q4	$370K	Buy
2023 Q3	$257K	Sell
2023 Q2	$285K	Buy
2023 Q1	$147K	Buy