Northstar Financial Companies’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	$228K	Sell	370 -244	-40%	-$151K	0.24%	92
2025 Q1	$344K	Sell	614 -647	-51%	-$362K	0.37%	65
2024 Q4	$739K	Buy	+1,261	New	+$739K	0.7%	31