Chokshi & Queen Wealth Advisors’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
$1.12M Hold
1,820
0.64% 19
2025
Q1
$1.02M Hold
1,820
0.62% 18
2024
Q4
$1.07M Buy
+1,820
New +$1.07M 0.66% 18