FRG Family 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	$201K	Buy	+325	New	+$201K	0.03%	152
2024 Q2	–	Sell	-309	Closed	-$155K	–	326
2024 Q1	$155K	Buy	+309	New	+$155K	0.03%	149