Plum Street Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.7M Sell
2025
Q1
$8.2M Sell
2024
Q4
$8.64M Sell
2024
Q3
$8.5M Buy
2024
Q2
$8.03M Sell
2024
Q1
$8.5M Sell
2023
Q4
$7.25M Buy