Petros Family Wealth’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
$6.95M Buy
11,255
+1,236
+12% +$764K 6.35% 1
2025
Q1
$5.6M Sell
10,019
-234
-2% -$131K 6.2% 1
2024
Q4
$6.01M Buy
+10,253
New +$6.01M 6.48% 1