Plan Group Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Plan Group Financial’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$214K	Buy
2024 Q3	–	Sell
2024 Q2	$548K	Sell
2024 Q1	$789K	Hold
2023 Q4	$717K	Sell
2023 Q3	$1.68M	Sell
2023 Q2	$2.06M	Buy