Alteri Wealth’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	$640K	Buy	1,036 +95	+10%	+$58.7K	0.25%	104
2025 Q1	$526K	Buy	941 +18	+2%	+$10.1K	0.23%	110
2024 Q4	$541K	Buy	+923	New	+$541K	0.15%	110