Compass Advisory Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Compass Advisory Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$204K	Hold
2024 Q4	$214K	Sell
2024 Q3	$211K	Sell
2024 Q2	$211K	Hold
2024 Q1	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$211K	Hold
2021 Q4	$222K	Buy