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

Topsail 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 		$7.67M Buy
12,418
+507
+4% +$313K 1.4% 14
2025
Q1 		$6.66M Buy
11,911
+5,263
+79% +$2.94M 1.36% 12
2024
Q4 		$3.9M Buy
+6,648
New +$3.9M 0.83% 15