Waterloo Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Waterloo Capital’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 Q2	$12.9M	Buy
2025 Q1	$10.9M	Sell
2024 Q4	$12.1M	Buy
2024 Q3	$10.8M	Buy
2024 Q2	$8.93M	Buy
2024 Q1	$8.16M	Buy
2023 Q4	$5.82M	Buy
2023 Q3	$5.11M	Buy
2023 Q2	$4.3M	Sell
2023 Q1	$4.29M	Buy