Keudell/Morrison Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Keudell/Morrison Wealth Management’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	$629K	Buy
2025 Q1	$548K	Buy
2024 Q4	$564K	Buy
2024 Q3	$505K	Buy
2024 Q2	$465K	Buy
2024 Q1	$348K	Buy
2023 Q1	–	Sell
2022 Q4	$227K	Buy
2020 Q2	–	Sell
2020 Q1	$365K	Buy