Roxbury Financial’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
$533K Sell
862
-96
-10% -$59.3K 0.52% 47
2025
Q1
$569K Buy
958
+1
+0.1% +$594 0.56% 50
2024
Q4
$577K Buy
+957
New +$577K 0.56% 48