Old North State Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Old North State 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 Q3	$405K	Sell
2025 Q2	$376K	Buy
2025 Q1	$230K	Sell
2024 Q4	$250K	Sell
2024 Q3	$261K	Sell
2024 Q2	$248K	Sell
2024 Q1	$289K	Buy