Emergent Wealth Advisors’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
$751K Buy
2025
Q3
$530K Buy
2025
Q2
$490K Hold
2025
Q1
$444K Buy
2024
Q4
$464K Sell
2024
Q3
$456K Sell
2024
Q2
$433K Buy
2024
Q1
$415K Sell
2023
Q4
$380K Buy