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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$804K Buy
2025
Q2
$744K Buy
2025
Q1
$503K Buy
2024
Q4
$525K Buy
2024
Q3
$513K Buy
2024
Q2
$485K Buy
2024
Q1
$464K Buy
2023
Q4
$389K Buy
2023
Q3
$349K Buy
2023
Q2
$360K Buy
2023
Q1
$331K Buy
2022
Q4
$308K Buy
2022
Q3
$287K Sell
2022
Q2
$318K Buy
2022
Q1
$360K Buy
2021
Q4
$378K Buy
2021
Q2
$338K Buy