ERTS Wealth 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
$210K Buy
+340
New +$210K 0.07% 29
2021
Q2
Sell
-508
Closed -$201K 92
2021
Q1
$201K Buy
+508
New +$201K 0.06% 86
2019
Q1
Sell
-955
Closed -$239K 270
2018
Q4
$239K Buy
+955
New +$239K 0.17% 66