SIA

SGL Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Buy	4,715 +165	+4%	+$102K	1.39%	31
2025 Q1	$2.57M	Buy	4,550 +912	+25%	+$515K	1.33%	32
2024 Q4	$2.2M	Sell	3,638 -70	-2%	-$42.2K	1.11%	32
2024 Q3	$2.2M	Buy	+3,708	New	+$2.2M	1.13%	33