SWIM
SPY icon

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

Smallwood Wealth Investment Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$123K Buy
219
+48
+28% +$26.9K 0.08% 98
2024
Q4 		$100K Buy
+171
New +$100K 0.07% 78