1NWS
1 North Wealth Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
4,573
-1,404
| -23% | -$867K | 1.12% | 28 |
|
|
2025
Q1 | $3.34M | Buy |
5,977
+81
| +1% | +$45.3K | 1.55% | 19 |
|
|
2024
Q4 | $3.46M | Buy |
+5,896
| New | +$3.46M | 1.46% | 23 |
|
|
2019
Q4 | $1.68M | Sell |
5,212
-61
| -1% | -$19.6K | 1.04% | 30 |
|
|
2019
Q3 | $1.57M | Buy |
+5,273
| New | +$1.57M | 1.05% | 30 |
|
|
2019
Q1 | $1.45M | Sell |
5,116
-3,228
| -39% | -$912K | 1.02% | 32 |
|
|
2018
Q4 | $2.09M | Buy |
+8,344
| New | +$2.09M | 1.74% | 18 |
|