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

Brown 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	$565K	Sell
2025 Q2	$532K	Buy
2025 Q1	$464K	Buy
2024 Q4	$426K	Buy
2024 Q3	$349K	Sell
2024 Q2	$352K	Sell
2024 Q1	$347K	Hold
2023 Q4	$316K	Sell
2023 Q3	$340K	Buy
2023 Q2	$328K	Buy