Bernard 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	$1.5M	Sell	2,426 -21	-0.9%	-$13K	0.69%	26
2025 Q1	$1.37M	Hold	2,447	–	–	0.67%	28
2024 Q4	$1.43M	Buy	+2,447	New	+$1.43M	0.67%	27