Ipsen Advisor Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Ipsen Advisor Group’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	$953K	Sell
2025 Q1	$956K	Sell
2024 Q4	$1.02M	Buy
2022 Q4	$983K	Buy