New Perspectives Inc’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 Q1	–	Sell	-379	Closed	-$222K	–	39
2024 Q4	$222K	Sell	379 -30	-7%	-$17.6K	0.12%	32
2024 Q3	$235K	Hold	409	–	–	0.13%	34
2024 Q2	$223K	Buy	409 +19	+5%	+$10.3K	0.12%	28
2024 Q1	$204K	Buy	+390	New	+$204K	0.11%	30