CWM
Cadence 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 | – | Sell |
-421
| Closed | -$235K | – | 52 |
|
|
2025
Q1 | $235K | Buy |
421
+19
| +5% | +$10.6K | 0.17% | 43 |
|
|
2024
Q4 | $236K | Buy |
402
+7
| +2% | +$4.11K | 0.16% | 44 |
|
|
2024
Q3 | $227K | Buy |
395
+26
| +7% | +$14.9K | 0.18% | 43 |
|
|
2024
Q2 | $201K | Sell |
369
-20
| -5% | -$10.9K | 0.14% | 46 |
|
|
2024
Q1 | $203K | Buy |
+389
| New | +$203K | 0.21% | 39 |
|