Journey Beyond Wealth’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
$4.57M Sell
7,390
-5
-0.1% -$3.09K 3.85% 7
2025
Q1
$4.14M Sell
7,395
-25
-0.3% -$14K 3.87% 8
2024
Q4
$4.35M Buy
+7,420
New +$4.35M 4.09% 8