Talisman Wealth Advisors’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
$265K Hold
429
0.24% 89
2025
Q1
$240K Hold
429
0.25% 90
2024
Q4
$251K Sell
429
-38
-8% -$22.3K 0.27% 89
2024
Q3
$268K Sell
467
-10
-2% -$5.73K 0.28% 84
2024
Q2
$259K Buy
+477
New +$259K 0.3% 79