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

Balance Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
1,646
+797
+94% +$493K 0.6% 44
2025
Q1 		$475K Buy
+849
New +$475K 0.31% 69