WAM
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Wernau Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Wernau Asset Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Sell
17,408
-459
-3% -$284K 7.47% 2
2025
Q1 		$9.99M Sell
17,867
-181
-1% -$101K 7.81% 2
2024
Q4 		$10.6M Buy
+18,048
New +$10.6M 7.88% 2