Higgins & Schmidt Wealth Strategies’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
$460K Buy
2025
Q2
$365K Hold
2025
Q1
$331K Hold
2024
Q4
$346K Hold
2024
Q3
$339K Sell
2024
Q2
$339K Sell
2024
Q1
$363K Hold
2023
Q4
$330K Buy