Edge 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	$11.9M	Buy	19,256 +19	+0.1%	+$11.7K	6.27%	2
2025 Q1	$10.8M	Sell	19,237 -229	-1%	-$128K	6.79%	3
2024 Q4	$11.4M	Sell	19,466 -2,741	-12%	-$1.61M	10.19%	1
2024 Q3	$12.7M	Buy	+22,207	New	+$12.7M	11.3%	1
2024 Q1	$13.7M	Buy	+26,225	New	+$13.7M	12.08%	1