Vested Financial Planning’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
$605K Buy
980
+13
+1% +$8.03K 0.54% 17
2025
Q1
$541K Buy
967
+10
+1% +$5.6K 0.54% 15
2024
Q4
$561K Buy
+957
New +$561K 0.53% 15