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

Strata Wealth Advisors’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	$1.87M	Buy
2025 Q1	$1.67M	Sell
2024 Q4	$2.53M	Buy
2024 Q3	$2.39M	Sell
2024 Q2	$2.38M	Sell
2024 Q1	$2.39M	Buy
2023 Q4	$2.14M	Buy
2023 Q3	$1.92M	Buy
2023 Q1	$1.57M	Sell
2022 Q4	$1.47M	Buy