Stamos Capital Partners’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
2020
Q4
Sell
-3,000
Closed -$1.01M 71
2020
Q3
$1.01M Sell
3,000
-99,200
-97% -$33.2M 0.37% 44
2020
Q2
$31.5M Buy
+102,200
New +$31.5M 18.05% 2