Hapanowicz & Associates Financial Services’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	$33.9M	Buy	54,851 +215	+0.4%	+$133K	17.12%	3
2025 Q1	$30.6M	Buy	54,636 +4,566	+9%	+$2.55M	17.02%	3
2024 Q4	$29.3M	Buy	50,070 +10,759	+27%	+$6.31M	14.74%	3
2024 Q3	$22.6M	Buy	+39,311	New	+$22.6M	11.36%	4