Parkwoods Wealth Partners’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
$469K Buy
759
+36
+5% +$22.3K 0.27% 35
2025
Q1
$405K Hold
723
0.27% 25
2024
Q4
$424K Hold
723
0.34% 15
2024
Q3
$415K Buy
+723
New +$415K 0.34% 14