CPWM
Cypress Point Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
492
+5
| +1% | +$3.09K | 0.07% | 70 |
|
|
2025
Q1 | $272K | Buy |
+487
| New | +$272K | 0.09% | 62 |
|
|
2021
Q4 | – | Sell |
-43
| Closed | -$18K | – | 133 |
|
|
2021
Q3 | $18K | Hold |
43
| – | – | 0.01% | 98 |
|
|
2021
Q2 | $18K | Hold |
43
| – | – | 0.01% | 109 |
|
|
2021
Q1 | $17K | Hold |
43
| – | – | 0.02% | 66 |
|
|
2020
Q4 | $16K | Buy |
+43
| New | +$16K | 0.02% | 139 |
|