Type: S&P 500 Index Trust
American Stock Exchange
86 Trinity PL
New York, NY 10006-1881

SPY News

05/29/02 - Sell Announcement
04/24/02 - Buy Announcement
03/06/01 - Sell Announcement
02/09/01 - Buy Announcement
06/30/98 - Sell Announcement
12/31/97 - Buy Announcement

Sell Stats:

On May 29, 2002, 2002, the Rule Breaker Portfolio sold 120 shares of S&P 500 Depositary receipts (AMEX: SPY). 

ACTION  #    STOCK    PRICE   COMS'N     REC'D  
Sold    120  SPY    $107.70   $8.00   $12,916.00


On a hot July 2, 1998, the Fool Portfolio cut the thread to its Spiders (Amex: SPY) and poured itself into Starbucks (Nasdaq: SBUX). The belief is that Starbucks can beat the S&P 500 (which the Spiders mirror) over the long-term. Spiders did serve us well, though. For the numbers, please see below. While if you're interested in investing in the S&P 500 Spiders (they're like an S&P 500 index fund, but trade as a stock), please see the Spider sell report. For information on the long-term purchase of Starbucks, please see the Fool's buy report.


ACTION  #    STOCK    PRICE   COMS'N     REC'D  
Sold    115  SPY    $114 1/2  $8.00   $13,159.50

SPY return from Jan. 8, 1998: 19.3%
S&P 500 return: SAME





On March 6, 2001, the Rule Breaker Portfolio sold 41 shares of S&P Depositary Receipts (AMEX: SPY). For more information on why this investment was made, please see the SPY sell announcement. 



ACTION   #   STOCK   PRICE/SHARE   COMS'N   REC'D 
Sold    41   SPY       $126.85      $8.00  $5192.85 





Buy Stats:
      
On April 24, 2002, the Rule Breaker Portfolio bought 410 shares
      of S&P 500 Depositary receipts (AMEX:      SPY). With cash from the 
      sale of Celera Genomics and from our $12,500 
      quarterly deposit ($25,000 this quarter because we missed one),
      we followed our policy of keeping all cash invested in the S&P
      500 until we find stocks in which to invest it. We stay 
      fully invested.




ACTION  #   STOCK  PRICE/SHARE  COMS'N   TOT PAID 
Bought 410   SPY     $110       $8.00   $45,149.00





On January 8, 1998, the Fool Portfolio bought 115 shares of S&P 500 Depositary Receipts (AMEX: SPY). For more information on why this investment was made, please see the SPY buy announcement.


ACTION  #   STOCK  PRICE/SHARE  COMS'N   TOT PAID 
Bought  115  SPY    $95 3/4     $18.00  $11,029.25





On February 9, 2001, the Rule Breaker Portfolio purchased 41 shares of S&P Depositary Receipts (AMEX: SPY). For more information on why this investment was made, please see the SPY buy announcement.



ACTION  #  STOCK  PRICE/SHARE  COMS'N  TOT  PAID
Bought  41  SPY     $132.69    $8.00    $5448.29