EFP
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Elser Financial Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Elser Financial Planning’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,281
Closed -$751K – 101
2024
Q4 		$751K Buy
+1,281
New +$751K 0.04% 47
2024
Q3 		– Sell
-1,281
Closed -$697K – 97
2024
Q2 		$697K Buy
+1,281
New +$697K 0.12% 42