Private Client Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Private Client Services’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	$11.1M	Buy
2025 Q2	$7.71M	Buy
2025 Q1	$6.09M	Sell
2024 Q4	$7.16M	Buy
2024 Q3	$5.64M	Sell
2024 Q2	$6.23M	Sell
2024 Q1	$6.53M	Buy
2023 Q4	$3.61M	Buy