Roberts Capital Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Roberts Capital Advisors’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 Q3	$14.9M	Buy
2025 Q1	–	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.34M	Buy
2024 Q2	$985K	Hold
2024 Q1	$985K	Buy
2022 Q2	–	Sell
2022 Q1	$418K	Buy
2021 Q4	$401K	Buy