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

Waterway Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Buy
2025 Q2	$413K	Hold
2025 Q1	$374K	Sell
2024 Q4	$2.9M	Buy
2024 Q3	$2.82M	Buy
2024 Q2	$2.67M	Sell
2024 Q1	$2.8M	Sell
2023 Q4	$4.2M	Buy