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Values First Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Values First Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-278
Closed -$163K – 226
2024
Q4 		$163K Buy
278
+134
+93% +$78.5K 0.09% 175
2024
Q3 		$82.6K Buy
+144
New +$82.6K 0.04% 200