Wedmont Private Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Buy	23,305 +1,013	+5%	+$734K	0.48%	34
2026 Q1	$15.1M	Buy	22,292 +1,253	+6%	+$852K	0.49%	31
2025 Q4	$14.5M	Sell	21,039 -1,185	-5%	-$801K	0.5%	34
2025 Q3	$14.9M	Buy	22,224 +3,616	+19%	+$2.32M	0.55%	29
2025 Q2	$11.6M	Buy	18,608 +2,596	+16%	+$1.48M	0.5%	36
2025 Q1	$8.55M	Buy	16,012 +4	+0%	+$2.35K	0.44%	38
2024 Q4	$9.29M	Sell	16,008 -203	-1%	-$120K	0.49%	33
2024 Q3	$9.2M	Sell	16,211 -221	-1%	-$122K	0.53%	30
2024 Q2	$9.2M	Buy	16,432 +2,301	+16%	+$1.2M	0.58%	29
2024 Q1	$7.34M	Buy	14,131 +80	+0.6%	+$39.8K	0.54%	32
2023 Q4	$6.67M	Sell	14,051 -266	-2%	-$118K	0.55%	32
2023 Q3	$6.19M	Buy	14,317 +2,324	+19%	+$1.03M	0.63%	28
2023 Q2	$5.39M	Buy	11,993 +592	+5%	+$248K	0.58%	30
2023 Q1	$4.67M	Buy	11,401 +437	+4%	+$174K	0.62%	26
2022 Q4	$4.25M	Buy	10,964 +1,337	+14%	+$514K	0.64%	25
2022 Q3	$3.44M	Sell	9,627 -2,370	-20%	-$941K	0.69%	29
2022 Q2	$4.53M	Sell	11,997 -1,584	-12%	-$649K	0.98%	18
2022 Q1	$6.2M	Buy	13,581 +1,687	+14%	+$751K	1.38%	14
2021 Q4	$5.53M	Buy	+11,894	New	+$5.46M	1.7%	12