Jackson Thornton Wealth Management’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
$273K Sell
440
-15
-3% -$9.3K 0.03% 94
2025
Q1
$240K Buy
+455
New +$240K 0.03% 79
2024
Q1
Sell
-807
Closed -$384K 56
2023
Q4
$384K Buy
+807
New +$384K 0.07% 36