Avid Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Hold
2025
Q2
$468K Hold
2025
Q1
$423K Hold
2024
Q4
$443K Hold
2024
Q3
$434K Sell
2024
Q2
$417K Sell
2024
Q1
$490K Hold
2023
Q4
$445K Buy