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

MGB 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 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