Lynx Investment Advisory’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
$2.31M Sell
3,741
-710
-16% -$439K 1.51% 17
2025
Q1
$2.49M Sell
4,451
-405
-8% -$227K 1.66% 17
2024
Q4
$2.85M Buy
4,856
+1,456
+43% +$853K 1.94% 14
2024
Q3
$1.95M Sell
3,400
-151
-4% -$86.6K 1.4% 21
2024
Q2
$1.93M Buy
+3,551
New +$1.93M 1.43% 19