Portfolio (Quarterly)
Guide ↗
Woodside Wealth Management LLC
· CIK 0002064883| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SPEM | SPDR INDEX SHS FDS | — | 167.0 | $8K | 0.01% | — | — | $46.81 | +9.1% |
| 82 | SPSM | SPDR SER TR | — | 156.0 | $7K | 0.01% | +3.0 | +2.0% | $46.86 | +13.1% |
| 83 | SPMD | SPDR SER TR | — | 66.0 | $4K | 0.00% | — | — | $57.91 | +10.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
82.6%
Technology
15.5%
Financial Services
1.9%