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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Buy
2025 Q1	$314K	Sell
2024 Q4	$357K	Buy
2024 Q3	$368K	Sell
2024 Q2	$369K	Sell
2024 Q1	$403K	Buy
2023 Q4	$366K	Sell
2023 Q3	$377K	Buy
2023 Q2	$390K	Buy
2023 Q1	$364K	Buy