Fonville Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Fonville Wealth Management’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	$802K	Buy
2025 Q2	$482K	Hold
2025 Q1	$435K	Buy
2024 Q4	$343K	Hold
2024 Q3	$336K	Buy
2024 Q2	$246K	Buy
2024 Q1	$228K	Hold
2023 Q4	$208K	Buy