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

Kiker 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 		$179K Sell
289
-662
-70% -$409K 0.1% 102
2025
Q1 		$532K Buy
951
+438
+85% +$245K 0.36% 58
2024
Q4 		$301K Buy
+513
New +$301K 0.24% 78