Decker Retirement Planning’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
$5.98M Sell
9,682
-11,556
-54% -$7.14M 3.47% 7
2025
Q1
$11.9M Sell
21,238
-26,554
-56% -$14.9M 7.4% 2
2024
Q4
$28M Buy
+47,792
New +$28M 16.26% 1