Clune & Associates’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	$14M	Buy	22,739 +319	+1%	+$197K	3.85%	4
2025 Q1	$12.5M	Buy	22,420 +1,046	+5%	+$585K	3.85%	4
2024 Q4	$12.5M	Buy	+21,374	New	+$12.5M	4.16%	3