Burns Matteson Capital Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Burns Matteson Capital Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$346K	Sell
2025 Q2	$322K	Buy
2025 Q1	$268K	Buy
2024 Q4	$280K	Sell
2024 Q3	$277K	Sell
2024 Q2	$287K	Buy
2024 Q1	$251K	Sell
2023 Q4	$426K	Buy
2023 Q3	$330K	Buy
2023 Q2	$267K	Buy