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Burling Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Burling Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.98M Buy
14,542
+5,936
+69% +$3.67M 1.66% 14
2025
Q1 		$4.81M Buy
8,606
+427
+5% +$239K 1.01% 28
2024
Q4 		$4.79M Buy
+8,179
New +$4.79M 0.98% 27