Chicago Wealth Management’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	$2.95M	Buy	4,767 +331	+7%	+$204K	1.4%	20
2025 Q1	$2.48M	Buy	4,436 +1,404	+46%	+$785K	1.3%	21
2024 Q4	$1.78M	Buy	3,032 +1,478	+95%	+$866K	0.92%	23
2024 Q3	$891K	Buy	1,554 +633	+69%	+$363K	0.48%	30
2024 Q2	$502K	Buy	+921	New	+$502K	0.29%	37