Axim Planning & Wealth’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
Q2
$243K Buy
2024
Q2
Sell
2024
Q1
$210K Sell
2023
Q4
$361K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2022
Q3
$134K Buy
2022
Q2
$11K Buy