SPIS
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Steward Partners Investment Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$11.8M Buy
22,653
+2,015
+10% +$1.05M 1.99% 9
2023
Q4
$9.81M Buy
+20,638
New +$9.81M 4.09% 7