CPWA
SPYM

Cerro Pacific Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cerro Pacific Wealth Advisors’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
Q3 		$344K Sell
2025
Q2 		$434K Buy
2025
Q1 		$279K Hold
2024
Q4 		$273K Hold
2024
Q3 		$259K Hold
2024
Q2 		$259K Buy
2022
Q2 		– Sell
2022
Q1 		$282K Hold
2021
Q4 		$296K Buy
2021
Q3 		$201K Hold
2021
Q2 		$200K Buy