MWML
SPY icon

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

M Wealth Management LLC’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 		$270K Hold
437
– – 0.25% 39
2025
Q1 		$244K Hold
437
– – 0.23% 39
2024
Q4 		$256K Buy
+437
New +$256K 0.23% 41