Accredited Wealth Management’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
$202K Hold
326
0.16% 66
2025
Q1
$183K Hold
326
0.15% 60
2024
Q4
$192K Buy
+326
New +$192K 0.17% 68