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Tepp RIA’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Tepp RIA’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$654K Buy
1,059
+127
+14% +$78.4K 0.84% 12
2025
Q1 		$521K Buy
932
+2
+0.2% +$1.12K 0.71% 12
2024
Q4 		$545K Buy
+930
New +$545K 0.81% 13