Westfuller Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
2,368
+71
+3% +$44K 0.84% 30
2025
Q1
$1.29M Buy
2,297
+38
+2% +$21.3K 0.86% 32
2024
Q4
$1.33M Buy
2,259
+6
+0.3% +$3.53K 0.84% 34
2024
Q3
$1.3M Buy
+2,253
New +$1.3M 0.93% 31
2024
Q1
$1.18M Buy
+2,241
New +$1.18M 1.41% 26