Innovative Wealth Building’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
$698K Sell
1,130
-17
-1% -$10.5K 0.58% 32
2025
Q1
$642K Buy
1,147
+7
+0.6% +$3.92K 0.59% 32
2024
Q4
$668K Buy
+1,140
New +$668K 0.6% 29