Alan N. Hoffman Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Sell
2025
Q2
$495K Sell
2025
Q1
$484K Hold
2024
Q4
$507K Buy
2024
Q3
$442K Buy
2024
Q2
$379K Sell
2024
Q1
$389K Buy
2023
Q4
$343K Hold
2023
Q3
$309K Buy
2023
Q2
$248K Buy