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

StoneCrest 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	$559K	Sell
2025 Q1	$551K	Sell
2024 Q4	$581K	Sell
2024 Q3	$570K	Buy
2024 Q2	$404K	Sell
2024 Q1	$665K	Sell
2023 Q4	$611K	Buy