Kelly Financial Group’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
$538K Buy
870
+8
+0.9% +$4.94K 0.16% 46
2025
Q1
$482K Buy
862
+68
+9% +$38K 0.15% 46
2024
Q4
$465K Buy
+794
New +$465K 0.17% 43