Principia Wealth Advisory’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
$208K Hold
337
0.18% 59
2025
Q1
$185K Buy
337
+4
+1% +$2.19K 0.18% 49
2024
Q4
$195K Buy
+333
New +$195K 0.18% 50