J.M. Forbes & Co’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	$504K	Hold	816	–	–	0.05%	100
2025 Q1	$456K	Sell	816 -1,103	-57%	-$617K	0.04%	104
2024 Q4	$1.12M	Buy	1,919 +1,077	+128%	+$631K	0.11%	79
2024 Q3	$483K	Hold	842	–	–	0.05%	100
2024 Q2	$458K	Buy	+842	New	+$458K	0.05%	97