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Smith Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Smith Asset Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.74M Buy
4,906
+898
+22% +$502K 2.59% 14
2024
Q4 		$2.35M Buy
+4,008
New +$2.35M 2.29% 17