WWA
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Wingate Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Wingate Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.75M Sell
2,838
-108
-4% -$66.7K 1.56% 20
2025
Q1 		$1.65M Sell
2,946
-1,371
-32% -$767K 1.9% 16
2024
Q4 		$2.53M Buy
+4,317
New +$2.53M 2.49% 6