Latko 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	$8.69M	Sell	14,070 -119	-0.8%	-$73.5K	4.89%	5
2025 Q1	$7.94M	Sell	14,189 -321	-2%	-$180K	5.15%	5
2024 Q4	$8.5M	Sell	14,510 -341	-2%	-$200K	5.04%	5
2024 Q3	$8.52M	Buy	+14,851	New	+$8.52M	5.17%	5