SC&H Financial Advisors’s State Street 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
2026 Q1	$4.02M	Buy	6,188 +3	+0%	+$2.04K	0.61%	25
2025 Q4	$4.22M	Buy	6,185 +452	+8%	+$306K	0.65%	23
2025 Q3	$3.82M	Sell	5,733 -53	-0.9%	-$34K	0.62%	24
2025 Q2	$3.57M	Sell	5,786 -680	-11%	-$389K	0.61%	25
2025 Q1	$3.62M	Sell	6,466 -31	-0.5%	-$18.2K	0.71%	23
2024 Q4	$3.81M	Sell	6,497 -269	-4%	-$158K	0.79%	22
2024 Q3	$3.88M	Buy	6,766 +2	+0%	+$1.11K	0.85%	21
2024 Q2	$3.68M	Sell	6,764 -190	-3%	-$99.4K	0.9%	20
2024 Q1	$3.64M	Buy	6,954 +398	+6%	+$198K	0.95%	20
2023 Q4	$3.12M	Buy	6,556 +1	+0%	+$445	0.9%	20
2023 Q3	$2.8M	Buy	6,555 +1	+0%	+$445	0.93%	19
2023 Q2	$2.91M	Buy	6,554 +2	+0%	+$839	0.96%	18
2023 Q1	$2.68M	Sell	6,552 -379	-5%	-$151K	0.98%	17
2022 Q4	$2.65M	Buy	6,931 +92	+1%	+$35.4K	1.1%	18
2022 Q3	$2.44M	Sell	6,839 -158	-2%	-$62.7K	1.22%	17
2022 Q2	$2.64M	Sell	6,997 -870	-11%	-$356K	1.23%	17
2022 Q1	$3.55M	Buy	7,867 +1,157	+17%	+$515K	1.69%	16
2021 Q4	$3.19M	Buy	+6,710	New	+$3.08M	1.76%	13