LKWM
SPY icon

Lee-Kelleher Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Lee-Kelleher 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 		$11.6M Sell
18,784
-471
-2% -$291K 7.71% 4
2025
Q1 		$10.8M Buy
19,255
+457
+2% +$256K 7.92% 3
2024
Q4 		$11M Buy
+18,798
New +$11M 7.85% 3