Cove Private Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Cove Private Wealth’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	$4.05M	Hold
2025 Q2	$3.75M	Buy
2025 Q1	$2.96M	Buy
2024 Q4	$2.78M	Buy
2024 Q3	$631K	Hold
2024 Q2	$599K	Hold
2024 Q1	$575K	Hold
2023 Q4	$523K	Buy