Allium Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Buy	5,361 +193	+4%	+$119K	2.43%	11
2025 Q1	$2.89M	Buy	+5,168	New	+$2.89M	2.64%	9