LM Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Buy	52,231 +2,420	+5%	+$1.65M	5.02%	3
2025 Q4	$281K	Sell	49,811 -242,051	-83%	-$164M	5.05%	2
2025 Q3	$45.4M	Buy	291,862 +229,228	+366%	+$147M	6.55%	3
2025 Q2	$38.7M	Sell	62,634 -417	-0.7%	-$238K	4.98%	6
2025 Q1	$35.3M	Buy	63,051 +4,872	+8%	+$2.86M	6.35%	3
2024 Q4	$34.2M	Buy	58,179 +779	+1%	+$459K	6.12%	3
2024 Q3	$32.9M	Sell	57,400 -191	-0.3%	-$106K	6.69%	3
2024 Q2	$39.3B	Sell	57,591 -3,385	-6%	-$1.77M	63.54%	1
2024 Q1	$55.5M	Buy	60,976 +872	+1%	+$434K	8.81%	2
2023 Q4	$28.6M	Buy	+60,104	New	+$26.8M	5.75%	4