Leading Edge Financial Planning’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	$221K	Hold	358	–	–	0.06%	53
2025 Q1	$200K	Hold	358	–	–	0.06%	58
2024 Q4	$210K	Sell	358 -33	-8%	-$19.3K	0.07%	56
2024 Q3	$224K	Buy	391 +20	+5%	+$11.5K	0.08%	51
2024 Q2	$202K	Buy	+371	New	+$202K	0.08%	50