Roxbury Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Roxbury Financial’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	$576K	Buy
2025 Q2	$533K	Sell
2025 Q1	$569K	Buy
2024 Q4	$577K	Buy