Bridgewealth Advisory Group’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
Q2
$1.64M Buy
+2,648
New +$1.64M 0.42% 40
2025
Q1
Sell
-569
Closed -$347K 102
2024
Q4
$347K Buy
+569
New +$347K 0.1% 75