Poinciana Advisors Group’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
$990K Buy
1,602
+19
+1% +$11.7K 0.89% 23
2025
Q1
$886K Hold
1,583
0.92% 21
2024
Q4
$928K Buy
+1,583
New +$928K 0.94% 22