JWM
SPY icon

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

JP 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 		$223K Hold
361
– – 0.17% 14
2025
Q1 		$202K Hold
361
– – 0.16% 15
2024
Q4 		$212K Buy
+361
New +$212K 0.16% 16