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

Potentia Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$54.6M Buy
88,366
+1,408
+2% +$870K 31.11% 1
2025
Q1 		$48.6M Buy
86,958
+712
+0.8% +$398K 22.8% 1
2024
Q4 		$50.5M Buy
+86,246
New +$50.5M 22.47% 1