Monument Group Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Monument Group Wealth Advisors’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	$374K	Hold
2025 Q1	$339K	Hold
2024 Q4	$355K	Hold
2024 Q3	$348K	Hold
2024 Q2	$330K	Hold
2024 Q1	$317K	Hold
2023 Q4	$288K	Buy