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

Certus 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	$749K	Hold
2025 Q2	$694K	Hold
2025 Q1	$655K	Hold
2024 Q4	$680K	Hold
2024 Q3	$645K	Hold
2024 Q2	$612K	Hold
2024 Q1	$575K	Hold
2023 Q4	$534K	Hold
2023 Q3	$480K	Buy
2023 Q2	$323K	Buy