1 North Wealth Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

1 North Wealth Services’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Buy
2025 Q4	$3.5M	Buy
2025 Q3	$3.02M	Sell
2025 Q2	$2.83M	Sell
2025 Q1	$3.34M	Buy
2024 Q4	$3.46M	Buy
2019 Q4	$1.68M	Sell
2019 Q3	$1.56M	Buy
2019 Q1	$1.45M	Sell
2018 Q4	$2.08M	Buy