Founders Grove Wealth Partners’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
$2.44M Buy
3,957
+61
+2% +$37.7K 0.61% 39
2025
Q1
$2.18M Sell
3,896
-318
-8% -$178K 0.61% 41
2024
Q4
$2.47M Buy
+4,214
New +$2.47M 0.72% 39