Grantvest 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
$699K Buy
1,132
+73
+7% +$45.1K 0.52% 44
2025
Q1
$592K Sell
1,059
-180
-15% -$101K 0.48% 47
2024
Q4
$726K Buy
+1,239
New +$726K 0.81% 35