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

Sovereign Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.4M	Buy
2025 Q2	$5.33M	Buy
2023 Q3	–	Sell
2023 Q2	$1.93M	Buy