CFS
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Compass Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Compass Financial Services’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 		$1.09M Buy
1,759
+4
+0.2% +$2.47K 0.53% 25
2025
Q1 		$982K Buy
1,755
+152
+9% +$85K 0.52% 21
2024
Q4 		$939K Buy
+1,603
New +$939K 0.53% 20