Valley Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Valley Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Buy
2025 Q1	$718K	Buy
2024 Q4	$739K	Sell
2024 Q3	$887K	Buy
2024 Q2	$841K	Hold
2024 Q1	$808K	Sell
2023 Q4	$759K	Buy