TWA
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Trace Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Trace Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$494K Hold
800
– – 0.4% 33
2025
Q1 		$448K Sell
800
-70
-8% -$39.2K 0.4% 35
2024
Q4 		$510K Buy
+870
New +$510K 0.46% 33