Strategic Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Strategic Financial Partners’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
2025 Q3	$407K	Hold
2025 Q2	$378K	Buy
2025 Q1	$320K	Hold
2024 Q4	$335K	Hold
2024 Q3	$328K	Hold
2024 Q2	$311K	Buy
2024 Q1	$234K	Sell
2023 Q4	$229K	Hold
2023 Q3	$206K	Hold
2023 Q2	$213K	Buy