Tru Independence Asset Management 2’s State Street 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
2026 Q1	$738K	Hold	1,131	–	–	0.45%	47
2025 Q4	$774K	Hold	1,131	–	–	0.48%	47
2025 Q3	$756K	Hold	1,131	–	–	0.5%	49
2025 Q2	$701K	Sell	1,131 -270	-19%	-$154K	0.48%	52
2025 Q1	$786K	Buy	1,401 +91	+7%	+$53.5K	0.59%	41
2024 Q4	$770K	Hold	1,310	–	–	0.64%	35
2024 Q3	$754K	Buy	+1,310	New	+$724K	0.64%	35
2023 Q1	$583K	Buy	+1,425	New	+$569K	0.59%	35
2022 Q3	$603K	Sell	1,689 -261	-13%	-$104K	0.64%	24
2022 Q2	$735K	Sell	1,950 -63,000	-97%	-$25.8M	0.6%	26
2022 Q1	$29.3M	Buy	64,950 +62,169	+2,235%	+$27.7M	16.85%	1
2021 Q4	$1.32M	Sell	2,781 -7,297	-72%	-$3.35M	0.7%	32
2021 Q3	$4.33M	Sell	10,078 -289	-3%	-$127K	3.07%	11
2021 Q2	$4.44M	Buy	10,367 +1,023	+11%	+$427K	3.03%	12
2021 Q1	$3.7M	Buy	9,344 +3,988	+74%	+$1.54M	2.93%	9
2020 Q4	$2M	Buy	+5,356	New	+$1.9M	1.69%	19