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

Schulz Wealth’s Portfolio SPY Stock Details SPY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$691K	Buy
2025 Q2	$606K	Buy
2025 Q1	$285K	Hold
2024 Q4	$299K	Hold
2024 Q3	$293K	Hold
2024 Q2	$278K	Hold
2024 Q1	$267K	Hold
2023 Q4	$242K	Buy