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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$492K	Buy	796 +312	+64%	+$193K	0.1%	153
2025 Q1	$270K	Buy	+484	New	+$270K	0.08%	175
2024 Q3	–	Sell	-346	Closed	-$189K	–	789
2024 Q2	$189K	Buy	+346	New	+$189K	0.1%	97