SGWM
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Sterling Group Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Sterling Group 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 		$247K Hold
399
– – 0.14% 45
2025
Q1 		$223K Hold
399
– – 0.12% 56
2024
Q4 		$234K Sell
399
-4
-1% -$2.34K 0.12% 58
2024
Q3 		$231K Hold
403
– – 0.12% 59
2024
Q2 		$219K Buy
+403
New +$219K 0.13% 55