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

Jacobson & Schmitt Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy
2025 Q1	–	Sell
2024 Q4	$234K	Hold
2024 Q3	$230K	Hold
2024 Q2	$218K	Buy
2017 Q2	–	Sell
2017 Q1	$298K	Buy