SWM
SPY icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
3,348
+10
+0.3% +$6.24K 0.91% 24
2025
Q1
$1.72M Buy
3,338
+11
+0.3% +$5.65K 0.92% 19
2024
Q4
$1.95M Hold
3,327
0.99% 19
2024
Q3
$1.98M Buy
+3,327
New +$1.98M 1.01% 18