UP Strategic Wealth Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

UP Strategic Wealth Investment 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	$429K	Hold
2025 Q1	$389K	Hold
2024 Q4	$407K	Hold
2024 Q3	$399K	Hold
2024 Q2	$378K	Sell
2024 Q1	$377K	Buy