PWM
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Parkshore Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Parkshore 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 		$510K Sell
825
-563
-41% -$348K 0.25% 41
2025
Q1 		$776K Sell
1,388
-13
-0.9% -$7.27K 0.45% 29
2024
Q4 		$821K Buy
+1,401
New +$821K 0.49% 33