Wealth Advisors of Tampa Bay’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	–	Sell	-134	Closed	-$75K	–	141
2025 Q1	$75K	Buy	+134	New	+$75K	0.03%	117
2022 Q2	–	Sell	-718	Closed	-$323K	–	106
2022 Q1	$323K	Hold	718	–	–	0.09%	82
2021 Q4	$341K	Buy	+718	New	+$341K	0.08%	89