NPAN
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Northeast Planning Associates NH’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Northeast Planning Associates NH’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$581K Hold
941
– – 0.54% 25
2025
Q1 		$526K Sell
941
-575
-38% -$322K 0.44% 27
2024
Q4 		$888K Buy
+1,516
New +$888K 0.92% 18