OLIO 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
$263K Hold
426
0.08% 56
2025
Q1
$238K Buy
+426
New +$238K 0.08% 56