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

SpringVest 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 		$11M Buy
17,706
+302
+2% +$187K 8.88% 3
2025
Q1 		$9.77M Sell
17,404
-178
-1% -$99.9K 8.1% 3
2024
Q4 		$10.3M Buy
+17,582
New +$10.3M 8.86% 3