Level 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	$667K	Buy	1,080 +2	+0.2%	+$1.24K	0.39%	24
2025 Q1	$603K	Buy	1,078 +1	+0.1%	+$560	0.39%	25
2024 Q4	$631K	Buy	+1,077	New	+$631K	0.45%	22