Fiduciary Financial Group’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	$2.66M	Sell	4,304 -472	-10%	-$292K	0.48%	42
2025 Q1	$2.51M	Buy	4,776 +242	+5%	+$127K	0.55%	37
2024 Q4	$2.63M	Buy	4,534 +56	+1%	+$32.5K	0.57%	36
2024 Q3	$2.57M	Sell	4,478 -28	-0.6%	-$16K	0.59%	35
2024 Q2	$2.55M	Buy	+4,506	New	+$2.55M	0.61%	36