BankPlus Wealth Management’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	$3.45M	Sell	5,587 -26	-0.5%	-$16.1K	2.29%	7
2025 Q1	$3.14M	Sell	5,613 -436	-7%	-$244K	2.31%	5
2024 Q4	$3.55M	Buy	+6,049	New	+$3.55M	2.64%	6