SWM
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Shepherd Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Shepherd 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 		$282K Sell
443
-10
-2% -$6.37K 0.19% 36
2025
Q1 		$253K Buy
453
+1
+0.2% +$559 0.26% 30
2024
Q4 		$265K Buy
+452
New +$265K 0.26% 44