Spurstone Advisory Services’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
$361K Buy
585
+12
+2% +$7.41K 5.48% 6
2025
Q1
$321K Sell
573
-9
-2% -$5.04K 6.24% 6
2024
Q4
$341K Buy
+582
New +$341K 6.5% 4