Lionshead 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
$2.32M Sell
3,747
-9
-0.2% -$5.56K 2.14% 16
2025
Q1
$2.11M Sell
3,756
-2,528
-40% -$1.42M 2.19% 16
2024
Q4
$3.68M Buy
+6,284
New +$3.68M 2.66% 11