Clay Northam Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Clay Northam Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$300K	Hold
2025 Q2	$279K	Sell
2025 Q1	$262K	Sell
2024 Q4	$285K	Buy
2024 Q3	$274K	Buy
2024 Q2	$243K	Buy
2024 Q1	$228K	Buy
2023 Q4	$204K	Buy