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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
2025
Q1
$7.61M Buy
2024
Q4
$7.16M Buy
2024
Q3
$6.84M Sell
2024
Q2
$6.7M Buy
2024
Q1
$6.08M Buy
2023
Q4
$5.32M Buy