Axis Wealth Partners’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	$2.93M	Sell	4,747 -34	-0.7%	-$21K	1.93%	13
2025 Q1	$2.67M	Buy	4,781 +115	+2%	+$64.3K	1.98%	14
2024 Q4	$2.73M	Buy	+4,666	New	+$2.73M	2.3%	8