Security Financial Services’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 Q2	$4.32M	Buy	5,788 +54	+0.9%	+$39.1K	0.6%	38
2026 Q1	$3.73M	Sell	5,734 -58	-1%	-$39.4K	0.59%	42
2025 Q4	$3.95M	Sell	5,792 -183	-3%	-$124K	0.62%	41
2025 Q3	$3.98M	Sell	5,975 -182	-3%	-$117K	0.64%	40
2025 Q2	$3.8M	Sell	6,157 -39	-0.6%	-$22.3K	0.67%	38
2025 Q1	$3.47M	Sell	6,196 -36	-0.6%	-$21.2K	0.69%	37
2024 Q4	$3.65M	Sell	6,232 -69	-1%	-$40.7K	0.74%	32
2024 Q3	$3.62M	Sell	6,301 -316	-5%	-$175K	0.74%	31
2024 Q2	$3.6M	Sell	6,617 -30	-0.5%	-$15.7K	0.78%	32
2024 Q1	$3.48M	Sell	6,647 -127	-2%	-$63.2K	0.78%	32
2023 Q4	$3.22M	Sell	6,774 -93	-1%	-$41.4K	0.79%	33
2023 Q3	$2.94M	Sell	6,867 -690	-9%	-$307K	0.83%	33
2023 Q2	$3.35M	Sell	7,557 -965	-11%	-$405K	0.95%	30
2023 Q1	$3.49M	Sell	8,522 -366	-4%	-$146K	1.06%	27
2022 Q4	$3.4M	Sell	8,888 -687	-7%	-$264K	1.05%	31
2022 Q3	$3.42M	Sell	9,575 -615	-6%	-$244K	1.17%	24
2022 Q2	$3.84M	Buy	10,190 +4,095	+67%	+$1.68M	1.23%	22
2022 Q1	$2.75M	Buy	6,095 +302	+5%	+$134K	0.87%	29
2021 Q4	$2.75M	Buy	+5,793	New	+$2.66M	0.92%	28