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

Steward Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$584K	Sell
2023 Q2	$742K	Sell
2023 Q1	$689K	Hold
2022 Q4	$644K	Hold
2022 Q3	$601K	Buy
2022 Q2	$201K	Hold
2022 Q1	$241K	Hold
2021 Q4	$254K	Buy