4WM
4J Wealth Management’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 | $795K | Hold |
1,287
| – | – | 0.54% | 37 |
|
|
2025
Q1 | $720K | Hold |
1,287
| – | – | 0.57% | 35 |
|
|
2024
Q4 | $754K | Hold |
1,287
| – | – | 0.61% | 32 |
|
|
2024
Q3 | $738K | Hold |
1,287
| – | – | 0.57% | 35 |
|
|
2024
Q2 | $700K | Hold |
1,287
| – | – | 0.58% | 36 |
|
|
2024
Q1 | $673K | Buy |
1,287
+33
| +3% | +$17.3K | 0.58% | 37 |
|
|
2023
Q4 | $596K | Sell |
1,254
-900
| -42% | -$428K | 0.54% | 40 |
|
|
2023
Q3 | $921K | Hold |
2,154
| – | – | 0.92% | 31 |
|
|
2023
Q2 | $955K | Sell |
2,154
-117
| -5% | -$51.9K | 0.93% | 31 |
|
|
2023
Q1 | $930K | Hold |
2,271
| – | – | 1% | 28 |
|
|
2022
Q4 | $868K | Buy |
2,271
+11
| +0.5% | +$4.21K | 1.01% | 27 |
|
|
2022
Q3 | $807K | Sell |
2,260
-2
| -0.1% | -$714 | 1.03% | 25 |
|
|
2022
Q2 | $853K | Buy |
2,262
+24
| +1% | +$9.05K | 1.07% | 26 |
|
|
2022
Q1 | $1.01M | Hold |
2,238
| – | – | 0.88% | 27 |
|
|
2021
Q4 | $1.06M | Buy |
2,238
+10
| +0.4% | +$4.75K | 0.89% | 31 |
|
|
2021
Q3 | $956K | Sell |
2,228
-5
| -0.2% | -$2.15K | 0.83% | 33 |
|
|
2021
Q2 | $956K | Sell |
2,233
-36
| -2% | -$15.4K | 0.83% | 33 |
|
|
2021
Q1 | $899K | Hold |
2,269
| – | – | 0.84% | 33 |
|
|
2020
Q4 | $848K | Buy |
+2,269
| New | +$848K | 0.82% | 33 |
|