Blue Rock 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
Q1
$977K Buy
1,747
+91
+5% +$50.9K 0.83% 26
2024
Q4
$971K Buy
+1,656
New +$971K 1.02% 23