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

Simplicity Wealth’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	$5.15M	Sell
2025 Q2	$6.85M	Buy
2025 Q1	$5.2M	Sell
2024 Q4	$9M	Sell
2024 Q3	$9.26M	Sell
2024 Q2	$94.3M	Sell
2024 Q1	$95.8M	Buy
2023 Q4	$630K	Buy
2023 Q3	$352K	Buy