WestHill Financial Advisors’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	$504K	Hold	774	–	–	0.1%	44
2025 Q4	$528K	Hold	774	–	–	0.1%	46
2025 Q3	$516K	Buy	774 +8	+1%	+$5.13K	0.1%	42
2025 Q2	$473K	Sell	766 -2	-0.3%	-$1.14K	0.1%	43
2025 Q1	$430K	Sell	768 -34	-4%	-$20K	0.1%	45
2024 Q4	$470K	Sell	802 -3	-0.4%	-$1.77K	0.11%	44
2024 Q3	$462K	Hold	805	–	–	0.1%	46
2024 Q2	$438K	Hold	805	–	–	0.11%	45
2024 Q1	$421K	Hold	805	–	–	0.1%	45
2023 Q4	$383K	Sell	805 -216	-21%	-$96.2K	0.1%	45
2023 Q3	$437K	Buy	1,021 +407	+66%	+$181K	0.13%	40
2023 Q2	$272K	Sell	614 -5	-0.8%	-$2.1K	0.08%	48
2023 Q1	$254K	Sell	619 -48	-7%	-$19.2K	0.08%	49
2022 Q4	$255K	Hold	667	–	–	0.08%	51
2022 Q3	$238K	Buy	+667	New	+$265K	0.08%	48
2022 Q2	–	Sell	-501	Closed	-$226K	–	120
2022 Q1	$226K	Buy	501 +11	+2%	+$4.9K	0.07%	65
2021 Q4	$233K	Buy	+490	New	+$225K	0.07%	68