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

Balanced Wealth Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$473K	Sell
2025 Q1	$426K	Sell
2024 Q4	$510K	Sell
2024 Q3	$490K	Buy
2024 Q2	$464K	Hold
2024 Q1	$443K	Buy
2023 Q4	$402K	Buy