Drive Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-430	Closed	-$287K	–	422
2025 Q3	$287K	Sell	430 -1,040	-71%	-$667K	0.06%	240
2025 Q2	$910K	Buy	1,470 +173	+13%	+$98.9K	0.2%	101
2025 Q1	$728K	Buy	1,297 +6	+0.5%	+$3.53K	0.17%	107
2024 Q4	$758K	Sell	1,291 -28	-2%	-$16.5K	0.19%	97
2024 Q3	$759K	Buy	1,319 +497	+60%	+$275K	0.2%	92
2024 Q2	$449K	Buy	822 +8	+1%	+$4.19K	0.12%	146
2024 Q1	$427K	Sell	814 -915	-53%	-$456K	0.12%	159
2023 Q4	$825K	Sell	1,729 -190	-10%	-$84.6K	0.27%	78
2023 Q3	$823K	Buy	1,919 +45	+2%	+$20K	0.3%	71
2023 Q2	$834K	Sell	1,874 -272	-13%	-$114K	0.31%	72
2023 Q1	$882K	Buy	2,146 +407	+23%	+$162K	0.37%	63
2022 Q4	$668K	Buy	+1,739	New	+$668K	0.33%	73
2022 Q1	–	Sell	-4,447	Closed	-$2.12M	–	191
2021 Q4	$2.12M	Buy	+4,447	New	+$2.04M	1.86%	7