Invenio Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Invenio Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.18M	Sell
2025 Q1	$6.53M	Sell
2024 Q4	$6.92M	Sell
2024 Q3	$6.95M	Sell
2024 Q2	$6.6M	Sell
2024 Q1	$6.36M	Sell
2023 Q4	$6.19M	Sell
2023 Q3	$5.74M	Sell
2023 Q2	$6.22M	Buy