Partners Wealth 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	$369K	Hold	657	–	–	0.42%	66
2025 Q1	$368K	Buy	657 +3	+0.5%	+$1.68K	0.42%	65
2024 Q4	$383K	Buy	+654	New	+$383K	0.44%	63