Abundance Wealth Counselors’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
$2.19M Sell
3,537
-888
-20% -$549K 0.41% 39
2025
Q1
$2.48M Buy
4,425
+2,934
+197% +$1.64M 0.52% 35
2024
Q4
$874K Buy
+1,491
New +$874K 0.19% 86
2021
Q2
Sell
-12
Closed -$5K 302
2021
Q1
$5K Buy
+12
New +$5K ﹤0.01% 294