WGC
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Watts Gwilliam & Co’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Watts Gwilliam & Co’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$20M Buy
35,776
+1,459
+4% +$816K 4.33% 3
2024
Q4 		$20.2M Sell
34,317
-1,175
-3% -$692K 4.26% 3
2024
Q3 		$20.3M Buy
+35,492
New +$20.3M 4.43% 3
2024
Q1 		$17.5M Buy
+33,530
New +$17.5M 5.42% 3