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

Trajan Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-540
Closed -$316K – 188
2024
Q4 		$316K Buy
+540
New +$316K 0.02% 133