CWP
Cyndeo Wealth Partners’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 | $12.9M | Buy |
20,825
+7,421
| +55% | +$4.59M | 0.76% | 36 |
|
|
2025
Q1 | $7.5M | Buy |
13,404
+571
| +4% | +$319K | 0.49% | 62 |
|
|
2024
Q4 | $7.52M | Sell |
12,833
-446
| -3% | -$261K | 0.51% | 61 |
|
|
2024
Q3 | $7.62M | Buy |
13,279
+544
| +4% | +$312K | 0.53% | 54 |
|
|
2024
Q2 | $6.93M | Sell |
12,735
-423
| -3% | -$230K | 0.54% | 48 |
|
|
2024
Q1 | $6.88M | Sell |
13,158
-84
| -0.6% | -$43.9K | 0.57% | 48 |
|
|
2023
Q4 | $6.29M | Sell |
13,242
-3
| -0% | -$1.43K | 0.58% | 44 |
|
|
2023
Q3 | $5.66M | Sell |
13,245
-11
| -0.1% | -$4.7K | 0.59% | 51 |
|
|
2023
Q2 | $5.88M | Sell |
13,256
-697
| -5% | -$309K | 0.61% | 52 |
|
|
2023
Q1 | $5.71M | Buy |
13,953
+2,831
| +25% | +$1.16M | 0.62% | 47 |
|
|
2022
Q4 | $4.25M | Buy |
+11,122
| New | +$4.25M | 0.5% | 66 |
|