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

TCFG 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 		$978K Buy
1,583
+2
+0.1% +$1.24K 0.44% 58
2025
Q1 		$885K Sell
1,581
-280
-15% -$157K 0.44% 62
2024
Q4 		$1.09M Sell
1,861
-182
-9% -$107K 0.55% 42
2024
Q3 		$1.17M Buy
+2,043
New +$1.17M 0.59% 42