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

Gratus Wealth Advisors’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	$7.35M	Buy
2025 Q1	$6.58M	Buy
2024 Q4	$6.86M	Hold
2024 Q3	$6.65M	Hold
2024 Q2	$6.43M	Hold
2024 Q1	$5.85M	Buy
2023 Q4	$5.49M	Buy