Delap Wealth Advisory’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Delap Wealth Advisory’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$578K	Sell
2025 Q2	$922K	Buy
2025 Q1	$422K	Hold
2024 Q4	$442K	Buy
2023 Q1	–	Sell
2022 Q4	$218K	Buy