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

Pines 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 		$4.75M Buy
7,596
+405
+6% +$253K 1.68% 13
2025
Q1 		$3.57M Buy
7,191
+501
+7% +$249K 1.65% 13
2024
Q4 		$3.88M Buy
+6,690
New +$3.88M 1.69% 14