AssuredPartners Investment 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	$1.89M	Sell	3,059 -315	-9%	-$195K	0.46%	45
2025 Q1	$1.89M	Sell	3,374 -149	-4%	-$83.3K	0.36%	77
2024 Q4	$2.06M	Buy	+3,523	New	+$2.06M	0.4%	71