IAG
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$953K Sell
1,543
-166
-10% -$103K 0.73% 39
2025
Q1 		$956K Sell
1,709
-24
-1% -$13.4K 0.82% 35
2024
Q4 		$1.02M Buy
+1,733
New +$1.02M 0.87% 31
2022
Q4 		$983K Buy
+2,569
New +$983K 1.13% 20