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Atlantic Family Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Atlantic Family Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$617K Sell
998
-24
-2% -$14.8K 0.54% 17
2025
Q1 		$572K Hold
1,022
– – 0.53% 14
2024
Q4 		$599K Buy
+1,022
New +$599K 0.71% 13