Security National Bank of Sioux City Iowa’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	$327K	Hold	530	–	–	0.23%	71
2025 Q1	$296K	Hold	530	–	–	0.22%	75
2024 Q4	$311K	Hold	530	–	–	0.22%	77
2024 Q3	$304K	Hold	530	–	–	0.19%	89
2024 Q2	$288K	Hold	530	–	–	0.21%	79
2024 Q1	$277K	Hold	530	–	–	0.2%	82
2023 Q4	$252K	Hold	530	–	–	0.19%	82
2023 Q3	$227K	Hold	530	–	–	0.18%	86
2023 Q2	$235K	Buy	+530	New	+$235K	0.18%	83
2022 Q4	$291K	Buy	+760	New	+$291K	0.22%	82
2022 Q2	–	Sell	-530	Closed	-$239K	–	92
2022 Q1	$239K	Hold	530	–	–	0.18%	80
2021 Q4	$252K	Hold	530	–	–	0.17%	83
2021 Q3	$227K	Sell	530 -123	-19%	-$52.7K	0.17%	82
2021 Q2	$280K	Buy	653 +123	+23%	+$52.7K	0.22%	79
2021 Q1	$210K	Buy	+530	New	+$210K	0.17%	96
2019 Q4	–	Sell	-1,395	Closed	-$414K	–	98
2019 Q3	$414K	Hold	1,395	–	–	0.47%	57
2019 Q2	$409K	Hold	1,395	–	–	0.48%	57
2019 Q1	$394K	Sell	1,395 -10	-0.7%	-$2.82K	0.45%	61
2018 Q4	$351K	Hold	1,405	–	–	0.36%	62
2018 Q3	$408K	Hold	1,405	–	–	0.36%	67
2018 Q2	$381K	Hold	1,405	–	–	0.36%	70
2018 Q1	$370K	Sell	1,405 -613	-30%	-$161K	0.35%	71
2017 Q4	$539K	Buy	2,018 +585	+41%	+$156K	0.49%	70
2017 Q3	$360K	Buy	1,433 +353	+33%	+$88.7K	0.35%	72
2017 Q2	$261K	Hold	1,080	–	–	0.26%	76
2017 Q1	$255K	Buy	1,080 +130	+14%	+$30.7K	0.25%	79
2016 Q4	$212K	Hold	950	–	–	0.22%	74
2016 Q3	$205K	Buy	+950	New	+$205K	0.23%	72
2015 Q1	–	Sell	-1,210	Closed	-$249K	–	82
2014 Q4	$249K	Sell	1,210 -23	-2%	-$4.73K	0.28%	72
2014 Q3	$243K	Hold	1,233	–	–	0.27%	71
2014 Q2	$241K	Hold	1,233	–	–	0.27%	69
2014 Q1	$231K	Sell	1,233 -3,000	-71%	-$562K	0.27%	70
2013 Q4	$782K	Buy	4,233 +3,000	+243%	+$554K	0.95%	60
2013 Q3	$207K	Sell	1,233 -184	-13%	-$30.9K	0.3%	68
2013 Q2	$228K	Buy	+1,417	New	+$228K	0.36%	65