Aviso 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	$253K	Buy	+410	New	+$253K	0.12%	122
2024 Q4	–	Sell	-392	Closed	-$225K	–	151
2024 Q3	$225K	Sell	392 -401	-51%	-$230K	0.12%	136
2024 Q2	$432K	Buy	+793	New	+$432K	0.26%	87