Boomfish Wealth Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Sell
2025
Q2
$376K Buy
2025
Q1
$286K Buy
2024
Q4
$295K Hold
2024
Q3
$289K Buy
2024
Q2
$270K Hold
2024
Q1
$259K Hold
2023
Q4
$236K Buy