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

Financial Alternatives’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$935K	Buy
2025 Q1	$750K	Hold
2024 Q4	$786K	Hold
2024 Q3	$769K	Hold
2024 Q2	$730K	Hold
2024 Q1	$701K	Hold
2023 Q4	$637K	Buy
2023 Q2	–	Sell
2023 Q1	$229K	Sell
2022 Q4	$258K	Buy