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

Shepherd Wealth Management’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	$282K	Sell
2025 Q1	$253K	Buy
2024 Q4	$265K	Buy