Great Lakes Retirement’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	$388K	Buy	+626	New	+$388K	0.05%	180
2024 Q3	–	Sell	-157	Closed	-$85.7K	–	595
2024 Q2	$85.7K	Buy	+157	New	+$85.7K	0.01%	228
2020 Q1	$809K	Sell	3,137 -403	-11%	-$104K	0.37%	36
2019 Q4	$1.14M	Buy	+3,540	New	+$1.14M	0.35%	54