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

Mowery & Schoenfeld 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	$497K	Hold
2025 Q1	$450K	Hold
2024 Q4	$472K	Hold
2024 Q3	$462K	Hold
2024 Q2	$438K	Sell
2024 Q1	$826K	Hold
2023 Q4	$751K	Buy