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

Mascagni 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 		$1.26M Buy
2,044
+153
+8% +$94.5K 1.08% 31
2025
Q1 		$1.06M Hold
1,891
– – 1.05% 29
2024
Q4 		$1.06M Buy
+1,891
New +$1.06M 1.05% 29