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Total Wealth Planning & Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Total Wealth Planning & Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$454K Buy
734
+321
+78% +$198K 0.37% 90
2025
Q1 		$231K Sell
413
-11,758
-97% -$6.58M 0.22% 139
2024
Q4 		$7.13M Buy
+12,171
New +$7.13M 6.47% 1