Coordinated Financial Services’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	$5.68M	Buy	9,193 +78	+0.9%	+$48.2K	3.93%	2
2025 Q1	$5.1M	Sell	9,115 -320	-3%	-$179K	3.91%	2
2024 Q4	$5.53M	Buy	+9,435	New	+$5.53M	4.31%	2
2024 Q2	$5.63M	Sell	10,341 -285	-3%	-$155K	4.82%	2
2024 Q1	$5.56M	Buy	+10,626	New	+$5.56M	4.85%	2