WWM
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WT Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

WT Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-645
Closed -$378K – 140
2024
Q4 		$378K Buy
+645
New +$378K 0.12% 100
2024
Q3 		– Sell
-430
Closed -$234K – 138
2024
Q2 		$234K Buy
+430
New +$234K 0.08% 105