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Marshall & Sterling Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Sell
2,459
-357
-13% -$220K 1.03% 26
2025
Q1 		$1.58M Hold
2,816
– – 1.07% 27
2024
Q4 		$1.65M Buy
+2,816
New +$1.65M 1.14% 24