AGH Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

AGH Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.8M	Buy
2025 Q2	$10.7M	Buy
2025 Q1	$5.56M	Sell
2024 Q4	$8.83M	Buy