EWS
Eagle Wealth Strategies’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 | $3.28M | Buy |
5,311
+2
| +0% | +$1.24K | 1.84% | 9 |
|
|
2025
Q1 | $2.97M | Buy |
5,309
+1
| +0% | +$559 | 1.82% | 10 |
|
|
2024
Q4 | $3.11M | Buy |
5,308
+924
| +21% | +$542K | 2.25% | 7 |
|
|
2024
Q3 | $2.52M | Hold |
4,384
| – | – | 1.83% | 7 |
|
|
2024
Q2 | $2.39M | Sell |
4,384
-29
| -0.7% | -$15.8K | 1.93% | 7 |
|
|
2024
Q1 | $2.3M | Sell |
4,413
-321
| -7% | -$168K | 1.87% | 7 |
|
|
2023
Q4 | $2.25M | Buy |
+4,734
| New | +$2.25M | 1.36% | 10 |
|