Valued Retirements’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	$261K	Buy	+422	New	+$261K	0.29%	70
2025 Q1	–	Sell	-349	Closed	-$205K	–	88
2024 Q4	$205K	Hold	349	–	–	0.28%	77
2024 Q3	$200K	Buy	+349	New	+$200K	0.28%	80