Cura Wealth Advisors’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
$872K Sell
1,411
-605
-30% -$374K 0.35% 35
2025
Q1
$1.13M Buy
2,016
+16
+0.8% +$8.95K 0.46% 31
2024
Q4
$1.17M Buy
+2,000
New +$1.17M 0.52% 31