Luminvest Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Luminvest Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.15M	Sell
2025 Q2	$5.02M	Hold
2025 Q1	$4.53M	Hold
2024 Q4	$4.75M	Hold
2024 Q3	$4.67M	Hold
2024 Q2	$4.45M	Hold
2024 Q1	$4.62M	Hold
2023 Q4	$4.68M	Buy