Financial Life Planners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
2,758
-383
-12% -$237K 1.39% 15
2025
Q1
$1.76M Sell
3,141
-87
-3% -$48.7K 1.71% 12
2024
Q4
$1.89M Buy
+3,228
New +$1.89M 1.59% 13