Moran Wealth Management’s State Street 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
2026 Q1	–	Sell	-10,864	Closed	-$7.41M	–	554
2025 Q4	$7.41M	Sell	10,864 -84,932	-89%	-$57.4M	0.23%	141
2025 Q3	$63.8M	Buy	95,796 +50,604	+112%	+$32.4M	1.92%	2
2025 Q2	$27.9M	Buy	45,192 +4,096	+10%	+$2.34M	0.87%	22
2025 Q1	$23M	Sell	41,096 -14,023	-25%	-$8.24M	0.77%	25
2024 Q4	$32.3M	Buy	55,119 +5,448	+11%	+$3.21M	1.03%	14
2024 Q3	$28.5M	Buy	49,671 +93	+0.2%	+$51.4K	0.88%	22
2024 Q2	$27M	Buy	49,578 +2,463	+5%	+$1.29M	0.89%	20
2024 Q1	$24.6M	Sell	47,115 -23,647	-33%	-$11.8M	0.8%	24
2023 Q4	$33.6M	Buy	70,762 +28,934	+69%	+$12.9M	1.2%	10
2023 Q3	$17.9M	Sell	41,828 -52	-0.1%	-$23.1K	0.69%	43
2023 Q2	$18.6M	Sell	41,880 -256	-0.6%	-$107K	0.7%	45
2023 Q1	$17.3M	Buy	42,136 +3,608	+9%	+$1.44M	0.65%	53
2022 Q4	$14.7M	Buy	+38,528	New	+$14.8M	0.56%	57