LWM
SPY icon

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

Ledge Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-985
Closed -$377K – 74
2022
Q4 		$377K Buy
+985
New +$377K 0.17% 57