OFC Financial Planning’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	$3.85M	Sell	6,236 -19	-0.3%	-$11.7K	4.09%	6
2025 Q1	$3.5M	Sell	6,255 -45	-0.7%	-$25.2K	3.96%	6
2024 Q4	$3.69M	Buy	+6,300	New	+$3.69M	3.89%	6