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

GK Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$851K Buy
1,378
+60
+5% +$37.1K 0.77% 31
2025
Q1 		$738K Buy
1,318
+288
+28% +$161K 0.84% 25
2024
Q4 		$604K Buy
+1,030
New +$604K 0.76% 35