Holding/activity history for SPDR S&P 500 ETF Trust (SPY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q1 | 0 | 0 | Sell 100.00% | 0.00 | |
| 2022 Q4 | 630 | 0.00 | Buy | 0.00 | $382.54 |
| 2019 Q1 | 0 | 0 | Sell 100.00% | 0.01 | |
| 2018 Q4 | 1,700 | 0.01 | Buy | 0.01 | $250.00 |