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LeClair Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

LeClair Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-920
Closed -$515K – 102
2025
Q1 		$515K Sell
920
-50
-5% -$28K 0.37% 52
2024
Q4 		$568K Buy
+970
New +$568K 0.38% 51