CWM
ClientFirst 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 | $4.91M | Hold |
7,950
| – | – | 5.02% | 3 |
|
|
2025
Q1 | $4.45M | Buy |
7,950
+89
| +1% | +$49.8K | 5.04% | 3 |
|
|
2024
Q4 | $4.61M | Buy |
+7,861
| New | +$4.61M | 4.66% | 3 |
|
|
2023
Q3 | $3.42M | Hold |
7,861
| – | – | 4.16% | 3 |
|
|
2023
Q2 | $3.53M | Hold |
7,861
| – | – | 4.2% | 3 |
|
|
2023
Q1 | $3.21M | Hold |
7,861
| – | – | 4.27% | 3 |
|
|
2022
Q4 | $3.01M | Hold |
7,861
| – | – | 3.82% | 3 |
|
|
2022
Q3 | $3.1M | Sell |
7,861
-325
| -4% | -$128K | 3.85% | 3 |
|
|
2022
Q2 | $3.09M | Buy |
8,186
+250
| +3% | +$94.3K | 4.7% | 3 |
|
|
2022
Q1 | $3.58M | Hold |
7,936
| – | – | 3.3% | 3 |
|
|
2021
Q4 | $3.62M | Buy |
+7,936
| New | +$3.62M | 3.25% | 3 |
|