Gries Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.3M	Buy	24,457 +2,200	+10%	+$1.41M	2.58%	6
2025 Q2	$13.8M	Sell	22,257 -164	-0.7%	-$93.7K	2.5%	6
2025 Q1	$12.5M	Sell	22,421 -49	-0.2%	-$28.8K	2.43%	8
2024 Q4	$13.2M	Sell	22,470 -108	-0.5%	-$63.6K	2.34%	8
2024 Q3	$13M	Buy	22,578 +158	+0.7%	+$87.4K	2.42%	7
2024 Q2	$12.2M	Sell	22,420 -1,757	-7%	-$920K	2.51%	6
2024 Q1	$12.6M	Sell	24,177 -8	-0%	-$3.98K	2.11%	7
2023 Q4	$11.5M	Sell	24,185 -158	-0.6%	-$70.4K	2.53%	6
2023 Q3	$10.4M	Buy	24,343 +620	+3%	+$276K	2.8%	6
2023 Q2	$10.5M	Sell	23,723 -16	-0.1%	-$6.71K	2.9%	6
2023 Q1	$9.72M	Buy	23,739 +1,582	+7%	+$631K	2.87%	6
2022 Q4	$8.47M	Buy	22,157 +237	+1%	+$91.1K	2.81%	4
2022 Q3	$7.83M	Sell	21,920 -629	-3%	-$250K	3.31%	3
2022 Q2	$8.51M	Buy	22,549 +806	+4%	+$330K	4.05%	3
2022 Q1	$9.82M	Sell	21,743 -67	-0.3%	-$29.8K	3.61%	4
2021 Q4	$10.4M	Buy	21,810 +475	+2%	+$218K	4.23%	3
2021 Q3	$9.16M	Buy	21,335 +20,787	+3,793%	+$9.17M	2.87%	6
2021 Q2	$241K	Sell	548 -650	-54%	-$271K	0.08%	151
2021 Q1	$491K	Buy	+1,198	New	+$462K	0.16%	108