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

Ipsen Advisor Group’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$513K	Sell
2025 Q4	$664K	Sell
2025 Q3	$889K	Sell
2025 Q2	$953K	Sell
2025 Q1	$956K	Sell
2024 Q4	$1.02M	Buy
2022 Q4	$983K	Buy