OWP
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ORG Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

ORG Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$811K Sell
1,311
-129
-9% -$79.8K 0.19% 73
2025
Q1 		$809K Buy
1,440
+728
+102% +$409K 0.25% 76
2024
Q4 		$417K Buy
712
+466
+189% +$273K 0.13% 77
2024
Q3 		$141K Buy
+246
New +$141K 0.05% 145