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

Regimen Wealth’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 Q2	$444K	Buy
2025 Q1	$401K	Buy
2024 Q4	$419K	Buy
2024 Q3	$409K	Buy
2024 Q2	$386K	Buy
2024 Q1	$370K	Buy
2023 Q4	$335K	Buy
2023 Q3	$300K	Sell
2023 Q2	$354K	Sell
2023 Q1	$336K	Buy
2022 Q4	$324K	Buy