Essential Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Essential Planning’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	$4.84M	Buy
2025 Q2	$2.86M	Buy
2025 Q1	$1.79M	Sell
2024 Q4	$43.6M	Buy
2024 Q3	$552K	Buy