Quantum Financial Advisors’s 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
2025
Q3
$1.61M Hold
2025
Q2
$1.5M Buy
2025
Q1
$1.35M Sell
2024
Q4
$2.52M Buy
2024
Q3
$443K Buy
2024
Q2
$359K Buy