IW
SPY icon

Instrumental Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Instrumental Wealth’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 		$401K Sell
645
-6
-0.9% -$3.73K 0.32% 35
2025
Q1 		$358K Buy
+651
New +$358K 0.32% 34