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

Boston Standard 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 Q3	$541K	Buy
2025 Q2	$500K	Buy
2025 Q1	$383K	Sell
2024 Q4	$472K	Buy
2024 Q3	$405K	Buy
2024 Q2	$383K	Buy
2024 Q1	$367K	Buy
2023 Q4	$272K	Hold
2023 Q3	$272K	Buy