GWM
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GDS Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

GDS Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-346
Closed -$203K – 181
2024
Q4 		$203K Buy
+346
New +$203K 0.02% 169