Bright Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.23M Hold
2025
Q2
$2.07M Hold
2025
Q1
$1.87M Sell
2024
Q4
$2M Hold
2024
Q3
$1.96M Hold
2024
Q2
$1.85M Hold
2024
Q1
$1.72M Buy