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

PMG 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 		$264K Buy
428
+36
+9% +$22.2K 0.22% 46
2025
Q1 		$219K Hold
392
– – 0.23% 41
2024
Q4 		$230K Buy
+392
New +$230K 0.21% 43