PSFG
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Park Square Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Park Square Financial Group’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 		$3.26M Sell
5,272
-1,579
-23% -$976K 2.36% 6
2025
Q1 		$3.83M Sell
6,851
-1,719
-20% -$962K 3.04% 3
2024
Q4 		$5.02M Buy
+8,570
New +$5.02M 3.47% 3