CDWM
SPY icon

Campbell Deegan Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
3,408
+9
+0.3% +$5.56K 2.07% 8
2025
Q1
$1.9M Buy
3,399
+84
+3% +$47K 2.19% 8
2024
Q4
$1.94M Buy
+3,315
New +$1.94M 2.33% 8