Angeles Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
43,645
-277
| -0.6% | -$171K | 1.85% | 13 |
|
|
2025
Q1 | $24.6M | Sell |
43,922
-10
| -0% | -$5.59K | 2.04% | 12 |
|
|
2024
Q4 | $25.7M | Buy |
43,932
+210
| +0.5% | +$123K | 2.12% | 13 |
|
|
2024
Q3 | $25.1M | Sell |
43,722
-768
| -2% | -$441K | 2.16% | 13 |
|
|
2024
Q2 | $24.2M | Sell |
44,490
-899
| -2% | -$489K | 2.27% | 12 |
|
|
2024
Q1 | $23.7M | Buy |
45,389
+2,773
| +7% | +$1.45M | 2.37% | 10 |
|
|
2023
Q4 | $20.3M | Buy |
42,616
+1,205
| +3% | +$573K | 2.47% | 11 |
|
|
2023
Q3 | $17.7M | Sell |
41,411
-98
| -0.2% | -$41.9K | 2.5% | 12 |
|
|
2023
Q2 | $18.4M | Hold |
41,509
| – | – | 2.51% | 13 |
|
|
2023
Q1 | $17M | Sell |
41,509
-26
| -0.1% | -$10.6K | 2.53% | 11 |
|
|
2022
Q4 | $15.9M | Sell |
41,535
-6,679
| -14% | -$2.55M | 2.78% | 10 |
|
|
2022
Q3 | $17.2M | Buy |
48,214
+5,715
| +13% | +$2.04M | 3.41% | 8 |
|
|
2022
Q2 | $16M | Sell |
42,499
-348
| -0.8% | -$131K | 3.2% | 9 |
|
|
2022
Q1 | $19.4M | Buy |
+42,847
| New | +$19.4M | 3.66% | 7 |
|