NRWA
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North Ridge Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

North Ridge Wealth Advisors’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 		$111K Sell
180
-209
-54% -$129K 0.07% 52
2025
Q1 		$218K Buy
389
+248
+176% +$139K 0.15% 39
2024
Q4 		$82.6K Buy
+141
New +$82.6K 0.06% 60