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Balanced Rock Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Balanced Rock Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$361K Sell
584
-266
-31% -$164K 0.28% 74
2025
Q1 		$475K Buy
850
+481
+130% +$269K 0.38% 50
2024
Q4 		$216K Hold
369
– – 0.17% 84
2024
Q3 		$212K Buy
+369
New +$212K 0.17% 86