Riverbend Wealth Management’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
$1.41M Buy
2,289
+191
+9% +$118K 1.07% 24
2025
Q1
$1.17M Buy
2,098
+65
+3% +$36.4K 1.05% 25
2024
Q4
$1.19M Buy
+2,033
New +$1.19M 1.06% 24