Stonebridge Financial Group’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	$3.88M	Sell	6,281 -905	-13%	-$559K	0.38%	73
2025 Q1	$4.02M	Buy	7,186 +1,016	+16%	+$568K	0.43%	66
2024 Q4	$3.62M	Buy	+6,170	New	+$3.62M	0.4%	67