Avant 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	$688K	Hold	1,113	–	–	0.57%	35
2025 Q1	$623K	Sell	1,113 -5	-0.4%	-$2.8K	0.56%	37
2024 Q4	$655K	Buy	+1,118	New	+$655K	0.6%	34