WIA
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Wealthedge Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.1M Sell
21,250
-2,145
-9% -$1.33M 5.47% 2
2025
Q1
$13.1M Sell
23,395
-3,075
-12% -$1.72M 5.9% 1
2024
Q4
$15.5M Buy
+26,470
New +$15.5M 6.99% 1