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Sound Financial Strategies Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Sound Financial Strategies Group’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$836K Buy
1,353
+24
+2% +$14.8K 0.71% 31
2025
Q1 		$743K Buy
1,329
+526
+66% +$294K 0.66% 52
2024
Q4 		$471K Buy
+803
New +$471K 0.39% 73