Whipplewood Advisors’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	$109K	Buy	177 +105	+146%	+$64.9K	0.06%	226
2025 Q1	$107K	Sell	72 -118	-62%	-$176K	0.06%	215
2024 Q4	$111K	Buy	+190	New	+$111K	0.06%	220