Lantern Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Lantern Wealth Advisors’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
2025 Q3	$224K	Buy
2025 Q2	$2.35M	Buy
2024 Q4	$2.22M	Sell
2024 Q3	$2.13M	Buy
2024 Q2	$1.84M	Sell
2024 Q1	$1.8M	Buy
2023 Q4	$1.55M	Buy