One Wealth Capital Management’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	$420K	Buy	680 +51	+8%	+$31.5K	0.2%	62
2025 Q1	$352K	Sell	629 -85	-12%	-$47.6K	0.19%	69
2024 Q4	$419K	Buy	+714	New	+$419K	0.21%	59