Jacobsen Capital Management’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
2023
Q1
Sell
-1,718
Closed -$657K 81
2022
Q4
$657K Buy
+1,718
New +$657K 0.35% 40