QFA
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Quantum Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2,420
+2
+0.1% +$1.24K 0.2% 61
2025
Q1
$1.35M Sell
2,418
-1,880
-44% -$1.05M 0.2% 62
2024
Q4
$2.52M Buy
4,298
+3,527
+457% +$2.07M 0.38% 43
2024
Q3
$443K Buy
771
+111
+17% +$63.7K 0.07% 99
2024
Q2
$359K Buy
+660
New +$359K 0.06% 101