Firethorn Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Firethorn Wealth Partners’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
2026 Q2	$268K	Buy	+358	New	+$260K	0.09%	171
2024 Q3	–	Sell	-446	Closed	-$243K	–	162
2024 Q2	$243K	Buy	+446	New	+$233K	0.14%	124
2022 Q1	–	Sell	-705	Closed	-$335K	–	156
2021 Q4	$335K	Buy	+705	New	+$324K	0.25%	86
2021 Q2	–	Sell	-584	Closed	-$232K	–	140
2021 Q1	$232K	Sell	584 -620	-51%	-$239K	0.22%	108
2020 Q4	$450K	Buy	+1,204	New	+$427K	0.49%	49

Other funds holding SPY

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return