Yardley Wealth Management’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	$2.48M	Sell	4,016 -70	-2%	-$43.2K	1.36%	15
2025 Q1	$2.29M	Sell	4,086 -4,415	-52%	-$2.47M	1.35%	15
2024 Q4	$4.94M	Buy	8,501 +3,960	+87%	+$2.3M	2.4%	14
2024 Q3	$2.61M	Buy	+4,541	New	+$2.61M	1.55%	15