Focus Partners Wealth’s 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
Q2
$692M Buy
2025
Q1
$471M Sell
2024
Q4
$513M Buy
2024
Q3
$332M Sell
2024
Q2
$379M Buy
2024
Q1
$115M Buy
2023
Q4
$40.2M Buy