BKM Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

BKM Wealth Management’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	$980K	Buy
2025 Q1	$847K	Sell
2024 Q4	$922K	Sell
2024 Q3	$997K	Sell
2024 Q2	$947K	Buy
2024 Q1	$811K	Sell
2023 Q4	$1.19M	Buy