Morey & Quinn Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
574
-332
-37% -$205K 0.28% 87
2025
Q1
$507K Buy
906
+27
+3% +$15.1K 0.42% 62
2024
Q4
$515K Buy
+879
New +$515K 0.44% 57