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Beckerman Institutional’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Beckerman Institutional’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 		$274K Sell
443
-191
-30% -$118K 0.18% 97
2025
Q1 		$355K Hold
634
– – 0.26% 81
2024
Q4 		$372K Hold
634
– – 0.3% 76
2024
Q3 		$364K Buy
+634
New +$364K 0.31% 71