BWML
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Base Wealth Management LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Base Wealth Management LLC’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
1,806
+223
+14% +$138K 0.72% 25
2025
Q1 		$885K Buy
+1,583
New +$885K 0.67% 25