Westbourne Investments’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	$1.63M	Sell	2,633 -23	-0.9%	-$14.2K	0.87%	41
2025 Q1	$1.49M	Sell	2,656 -67	-2%	-$37.5K	0.9%	40
2024 Q4	$1.6M	Buy	+2,723	New	+$1.6M	0.94%	32