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Solano Wealth Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Solano Wealth Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.64M Buy
10,743
+498
+5% +$308K 3.41% 15
2025
Q1 		$5.73M Sell
10,245
-595
-5% -$333K 3.55% 14
2024
Q4 		$6.35M Buy
+10,840
New +$6.35M 3.82% 13