NBWM
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North Berkeley Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

North Berkeley Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.75M Buy
2,840
+1,253
+79% +$774K 1.61% 12
2025
Q1 		$888K Sell
1,587
-334
-17% -$187K 0.92% 21
2024
Q4 		$1.13M Buy
+1,921
New +$1.13M 1.14% 18