RWM
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RBA Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

RBA 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 		$353K Sell
571
-48
-8% -$29.7K 0.13% 76
2025
Q1 		$346K Sell
619
-547
-47% -$306K 0.14% 71
2024
Q4 		$683K Buy
+1,166
New +$683K 0.26% 59