Sweet Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Sweet Financial Partners’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$320K	Buy
2024 Q2	$301K	Hold
2024 Q1	$289K	Sell
2023 Q4	$284K	Buy
2023 Q3	$249K	Buy
2023 Q2	$257K	Buy
2023 Q1	$230K	Buy
2022 Q3	–	Sell
2022 Q2	$214K	Sell
2022 Q1	$294K	Buy
2021 Q4	$259K	Buy