Cypress Point Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Cypress Point Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$328K	Buy
2025 Q2	$304K	Buy
2025 Q1	$272K	Buy
2021 Q4	–	Sell
2021 Q3	$18K	Hold
2021 Q2	$18K	Hold
2021 Q1	$17K	Hold
2020 Q4	$16K	Buy