Barnes Wealth Management Group’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	$2.74M	Buy	4,427 +62	+1%	+$38.3K	1.62%	13
2025 Q1	$2.44M	Buy	4,365 +134	+3%	+$75K	1.57%	15
2024 Q4	$2.48M	Buy	+4,231	New	+$2.48M	1.66%	15