SWP
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Sagespring Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Sagespring Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.56M Sell
143,086
-265
-0.2% -$8.45K 0.1% 106
2025
Q1 		$4.29M Sell
143,351
-913
-0.6% -$27.3K 0.11% 103
2024
Q4 		$5.45M Buy
+144,264
New +$5.45M 0.14% 70