Fourth Dimension Wealth’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
$101K Sell
163
-115
-41% -$71.1K 0.04% 169
2025
Q1
$156K Buy
278
+15
+6% +$8.39K 0.08% 120
2024
Q4
$154K Buy
+263
New +$154K 0.08% 119