AAG
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Avalon Advisory Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Avalon Advisory Group’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
403
– – 0.11% 15
2025
Q1 		$225K Hold
403
– – 0.11% 15
2024
Q4 		$236K Hold
403
– – 0.11% 15
2024
Q3 		$231K Hold
403
– – 0.1% 15
2024
Q2 		$219K Buy
+403
New +$219K 0.1% 15