MN Wealth Advisors’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
Q3
$446K Sell
2025
Q2
$425K Sell
2025
Q1
$548K Sell
2024
Q4
$651K Buy
2024
Q3
$635K Buy
2024
Q2
$574K Buy
2024
Q1
$550K Sell
2023
Q4
$648K Buy