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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Buy	483 +20	+4%	+$14.5K	0.06%	104
2026 Q1	$301K	Buy	463 +71	+18%	+$48.3K	0.06%	108
2025 Q4	$267K	Sell	392 -65	-14%	-$43.9K	0.05%	115
2025 Q3	$305K	Sell	457 -21	-4%	-$13.5K	0.06%	102
2025 Q2	$295K	Sell	478 -274	-36%	-$157K	0.07%	96
2025 Q1	$421K	Sell	752 -56	-7%	-$32.9K	0.11%	84
2024 Q4	$474K	Buy	808 +23	+3%	+$13.6K	0.12%	84
2024 Q3	$450K	Sell	785 -57	-7%	-$31.5K	0.12%	81
2024 Q2	$458K	Buy	842 +115	+16%	+$60.2K	0.13%	77
2024 Q1	$380K	Buy	+727	New	+$362K	0.11%	80
2023 Q4	–	Sell	-748	Closed	-$320K	–	97
2023 Q3	$320K	Buy	748 +193	+35%	+$85.8K	0.14%	76
2023 Q2	$246K	Buy	+555	New	+$233K	0.13%	68
2022 Q4	–	Sell	-142	Closed	-$51K	–	402
2022 Q3	$51K	Sell	142 -3,450	-96%	-$1.37M	0.03%	142
2022 Q2	$1.35M	Buy	3,592 +3,450	+2,430%	+$1.41M	0.76%	27
2022 Q1	$64K	Sell	142 -1,238	-90%	-$551K	0.03%	127
2021 Q4	$655K	Buy	1,380 +345	+33%	+$158K	0.28%	59
2021 Q3	$444K	Buy	1,035 +86	+9%	+$37.9K	0.25%	53
2021 Q2	$406K	Buy	949 +167	+21%	+$69.7K	0.22%	55
2021 Q1	$310K	Sell	782 -391	-33%	-$151K	0.19%	76
2020 Q4	$439K	Sell	1,173 -7	-0.6%	-$2.48K	0.35%	54
2020 Q3	$385K	Buy	+1,180	New	+$391K	0.36%	55
2020 Q1	–	Sell	-11,637	Closed	-$3.75M	–	72
2019 Q4	$3.75M	Buy	+11,637	New	+$3.58M	3.55%	8

Other funds holding SPY