Private Wealth Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Private Wealth Management Group’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$169K	Sell
2025 Q2	$207K	Sell
2025 Q1	$199K	Hold
2024 Q4	$208K	Hold
2024 Q3	$204K	Sell
2024 Q2	$196K	Sell
2024 Q1	$247K	Hold
2023 Q4	$225K	Buy