NWAG
Net Worth Advisory Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
3,850
+1,818
| +89% | +$1.12M | 0.53% | 40 |
|
|
2025
Q1 | $1.14M | Sell |
2,032
-4,450
| -69% | -$2.49M | 0.36% | 39 |
|
|
2024
Q4 | $3.8M | Buy |
6,482
+3,516
| +119% | +$2.06M | 1.15% | 16 |
|
|
2024
Q3 | $1.7M | Buy |
+2,966
| New | +$1.7M | 0.5% | 32 |
|