Beverly Hills Private Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Beverly Hills Private Wealth’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 Q3	$521K	Buy
2025 Q2	$328K	Hold
2025 Q1	$297K	Hold
2024 Q4	$311K	Buy
2024 Q3	$260K	Buy
2024 Q2	$243K	Buy
2024 Q1	$229K	Hold
2023 Q4	$208K	Buy
2023 Q1	–	Sell
2022 Q4	$277K	Buy