Golden Bell Financial Planning’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
$277K Sell
448
-1
-0.2% -$618 0.26% 28
2025
Q1
$251K Hold
449
0.24% 29
2024
Q4
$263K Buy
+449
New +$263K 0.26% 29