CWS Financial 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	$3.62M	Buy	5,865 +1	+0%	+$618	1.05%	14
2025 Q1	$3.28M	Buy	5,864 +3	+0.1%	+$1.68K	1.04%	15
2024 Q4	$3.43M	Buy	+5,861	New	+$3.43M	1.11%	14