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Elm3 Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Elm3 Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$466K Sell
755
-367
-33% -$227K 0.39% 62
2025
Q1 		$627K Sell
1,122
-340
-23% -$190K 0.55% 40
2024
Q4 		$857K Buy
+1,462
New +$857K 0.73% 33