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Flagship Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Flagship Wealth Advisors’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
Q2 		$13.4M Sell
21,630
-979
-4% -$605K 5.04% 4
2025
Q1 		$12.6M Buy
22,609
+6,087
+37% +$3.41M 5.32% 4
2024
Q4 		$9.68M Buy
+16,522
New +$9.68M 5.69% 4