Capital Advisors Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital Advisors Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.4M	Buy
2025 Q2	$10.9M	Buy
2025 Q1	$9.3M	Buy
2024 Q4	$9.23M	Buy
2024 Q3	$8.76M	Buy
2024 Q2	$8.15M	Buy
2024 Q1	$7.53M	Buy
2023 Q4	$293K	Buy
2023 Q3	$249K	Buy