Allied Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Allied Investment Advisors’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 Q2	$712K	Hold
2025 Q1	$644K	Buy
2024 Q4	$547K	Buy
2024 Q3	$527K	Hold
2024 Q2	$500K	Buy
2024 Q1	$288K	Sell
2023 Q4	$462K	Buy