DQRIM
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Dale Q Rice Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Dale Q Rice Investment Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.53M Sell
10,461
-9,231
-47% -$5.76M 5.42% 5
2025
Q1 		$11M Buy
19,692
+443
+2% +$248K 5.69% 5
2024
Q4 		$11.3M Buy
+19,249
New +$11.3M 4.96% 5