Schaeffer Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Schaeffer Financial’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	$710K	Hold
2025 Q2	$659K	Hold
2025 Q1	$596K	Sell
2024 Q4	$857K	Buy
2024 Q3	$612K	Sell
2024 Q2	$670K	Buy
2024 Q1	$236K	Sell
2023 Q4	$222K	Buy