Partnership Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Partnership Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$572K	Buy
2025 Q2	$516K	Buy
2025 Q1	$440K	Sell
2024 Q4	$496K	Buy
2024 Q3	$375K	Sell
2024 Q2	$601K	Buy
2024 Q1	$472K	Buy
2023 Q4	$397K	Buy