White Knight Strategic Wealth 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	$1.1M	Sell	1,697 -130	-7%	-$88.4K	0.93%	24
2025 Q4	$1.25M	Sell	1,827 -161	-8%	-$109K	0.91%	25
2025 Q3	$1.32M	Sell	1,988 -438	-18%	-$281K	1.04%	22
2025 Q2	$1.5M	Sell	2,426 -266	-10%	-$152K	1.28%	22
2025 Q1	$1.51M	Sell	2,692 -3,842	-59%	-$2.26M	1.39%	21
2024 Q4	$3.83M	Buy	6,534 +3,654	+127%	+$2.15M	1.6%	15
2024 Q3	$1.65M	Sell	2,880 -236	-8%	-$130K	1.5%	18
2024 Q2	$1.7M	Sell	3,116 -223	-7%	-$117K	1.69%	17
2024 Q1	$1.75M	Sell	3,339 -266	-7%	-$132K	1.81%	15
2023 Q4	$1.71M	Buy	3,605 +107	+3%	+$47.7K	1.97%	14
2023 Q3	$1.5M	Sell	3,498 -1,685	-33%	-$749K	1.98%	13
2023 Q2	$2.3M	Sell	5,183 -143	-3%	-$60K	2.69%	10
2023 Q1	$2.18M	Sell	5,326 -702	-12%	-$280K	2.74%	10
2022 Q4	$2.31M	Buy	6,028 +1,154	+24%	+$444K	3.16%	5
2022 Q3	$1.74M	Sell	4,874 -414	-8%	-$164K	2.49%	9
2022 Q2	$2M	Buy	5,288 +501	+10%	+$205K	2.76%	9
2022 Q1	$2.16M	Buy	4,787 +3,206	+203%	+$1.43M	2.34%	11
2021 Q4	$751K	Buy	+1,581	New	+$726K	0.79%	33