MAS
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MPWM Advisory Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

MPWM Advisory Solutions’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$34.1M Buy
55,151
+1,591
+3% +$983K 21.56% 1
2025
Q1 		$30M Buy
53,560
+137
+0.3% +$76.6K 21.74% 1
2024
Q4 		$31.3M Buy
+53,423
New +$31.3M 22.88% 1