InvesTrust’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
$552K Hold
894
0.21% 78
2025
Q1
$500K Hold
894
0.14% 77
2024
Q4
$526K Buy
+894
New +$526K 0.15% 77