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Next Level Wealth Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Next Level Wealth Planning’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,203
Closed -$673K – 56
2025
Q1 		$673K Buy
+1,203
New +$673K 0.51% 15