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

Intellus Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
1,915
+202
+12% +$125K 0.18% 46
2025
Q1 		$958K Sell
1,713
-92
-5% -$51.5K 0.17% 48
2024
Q4 		$1.06M Buy
+1,805
New +$1.06M 0.18% 49