Wood Tarver Financial Group’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
$3.5M Buy
5,661
+336
+6% +$208K 1.05% 16
2025
Q1
$2.98M Buy
5,325
+166
+3% +$92.9K 0.97% 16
2024
Q4
$3.02M Buy
+5,159
New +$3.02M 1.01% 16