Premier Path Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Premier Path Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$818K	Buy
2025 Q2	$553K	Buy
2025 Q1	$496K	Sell
2024 Q4	$553K	Buy
2024 Q3	$455K	Hold
2024 Q2	$432K	Sell
2024 Q1	$435K	Sell
2023 Q4	$410K	Buy