Fiduciary Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Fiduciary Wealth Partners’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	$5.15M	Buy
2025 Q2	$775K	Sell
2025 Q1	$3.62M	Buy
2017 Q1	–	Sell
2016 Q4	$94K	Hold
2016 Q3	$90K	Sell
2016 Q2	$113K	Hold
2016 Q1	$111K	Buy