DWM
Drive 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 | $910K | Buy |
1,470
+173
| +13% | +$107K | 0.2% | 101 |
|
|
2025
Q1 | $728K | Buy |
1,297
+6
| +0.5% | +$3.37K | 0.17% | 107 |
|
|
2024
Q4 | $758K | Sell |
1,291
-28
| -2% | -$16.4K | 0.19% | 97 |
|
|
2024
Q3 | $759K | Buy |
1,319
+497
| +60% | +$286K | 0.2% | 92 |
|
|
2024
Q2 | $449K | Buy |
822
+8
| +1% | +$4.37K | 0.12% | 146 |
|
|
2024
Q1 | $427K | Sell |
814
-915
| -53% | -$480K | 0.12% | 159 |
|
|
2023
Q4 | $825K | Sell |
1,729
-190
| -10% | -$90.7K | 0.27% | 78 |
|
|
2023
Q3 | $823K | Buy |
1,919
+45
| +2% | +$19.3K | 0.3% | 71 |
|
|
2023
Q2 | $834K | Sell |
1,874
-272
| -13% | -$121K | 0.31% | 72 |
|
|
2023
Q1 | $882K | Buy |
2,146
+407
| +23% | +$167K | 0.37% | 63 |
|
|
2022
Q4 | $668K | Buy |
+1,739
| New | +$668K | 0.33% | 73 |
|
|
2022
Q1 | – | Sell |
-4,447
| Closed | -$2.12M | – | 191 |
|
|
2021
Q4 | $2.12M | Buy |
+4,447
| New | +$2.12M | 1.86% | 7 |
|