Alpine Bank Wealth Management’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
$581K Sell
940
-367
-28% -$227K 0.09% 94
2025
Q1
$731K Buy
+1,307
New +$731K 0.12% 83
2024
Q3
$814K Buy
+1,418
New +$814K 0.13% 84