Tobias Financial 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	$1.64M	Hold	2,651	–	–	0.28%	53
2025 Q1	$1.48M	Buy	+2,651	New	+$1.48M	0.29%	47
2020 Q1	–	Sell	-68	Closed	-$21K	–	245
2019 Q4	$21K	Buy	+68	New	+$21K	0.01%	139