Foundation Wealth Management (Pennsylvania)’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	$778K	Buy	1,260 +700	+125%	+$432K	0.34%	45
2025 Q1	$313K	Hold	560	–	–	0.15%	67
2024 Q4	$328K	Buy	+560	New	+$328K	0.16%	64