BH
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Burk Holdings’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Burk Holdings’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 		$919K Buy
1,488
+52
+4% +$32.1K 0.58% 32
2025
Q1 		$803K Sell
1,436
-33
-2% -$18.5K 0.61% 30
2024
Q4 		$861K Buy
+1,469
New +$861K 0.7% 28