Prepared Retirement Institute’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Prepared Retirement Institute’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	$959K	Sell
2025 Q2	$890K	Hold
2025 Q1	$806K	Sell
2024 Q4	$881K	Buy
2024 Q3	$862K	Buy
2024 Q2	$808K	Buy
2024 Q1	$766K	Buy
2023 Q4	$683K	Buy