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

Wetzel Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.06M	Sell
2025 Q1	$3.71M	Sell
2024 Q4	$3.9M	Sell
2024 Q3	$3.87M	Sell
2024 Q2	$3.67M	Buy
2024 Q1	$3.45M	Sell
2023 Q4	$3.37M	Buy