Foundation Wealth Management (Pennsylvania)’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
Q3
$775K Sell
2025
Q2
$778K Buy
2025
Q1
$313K Hold
2024
Q4
$328K Buy