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

Twin Peaks 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 Q3	$4.77M	Buy
2025 Q2	$4.38M	Sell
2025 Q1	$3.8M	Sell
2024 Q4	$4.36M	Sell
2024 Q3	$4.47M	Sell
2024 Q2	$4.55M	Sell
2024 Q1	$4.54M	Buy
2023 Q4	$3.78M	Buy