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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27M	Buy	3,671 +665	+22%	+$411K	1.71%	12
2025 Q1	$1.76M	Hold	3,006	–	–	1.16%	14
2024 Q4	$1.76M	Buy	+3,006	New	+$1.76M	1.16%	14