KLR Investment Advisors’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
2024
Q1
$230K Sell
459
-3
-0.6% -$1.5K 0.17% 167
2023
Q4
$220K Buy
+462
New +$220K 0.16% 174
2023
Q3
Sell
-465
Closed -$207K 189
2023
Q2
$207K Buy
+465
New +$207K 0.17% 172