NWF Advisory Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.78M Buy
12,593
+1,317
+12% +$814K 0.93% 29
2025
Q1
$6.31M Buy
11,276
+292
+3% +$163K 0.89% 28
2024
Q4
$6.46M Buy
+10,984
New +$6.46M 0.95% 32