FWM
Finer 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 | $796K | Buy |
1,289
+2
| +0.2% | +$1.24K | 0.43% | 44 |
|
|
2025
Q1 | $720K | Sell |
1,287
-117
| -8% | -$65.4K | 0.43% | 46 |
|
|
2024
Q4 | $823K | Sell |
1,404
-7
| -0.5% | -$4.1K | 0.47% | 43 |
|
|
2024
Q3 | $809K | Sell |
1,411
-88
| -6% | -$50.5K | 0.5% | 41 |
|
|
2024
Q2 | $816K | Buy |
1,499
+8
| +0.5% | +$4.36K | 0.53% | 39 |
|
|
2024
Q1 | $780K | Buy |
1,491
+11
| +0.7% | +$5.75K | 0.51% | 40 |
|
|
2023
Q4 | $704K | Buy |
1,480
+117
| +9% | +$55.6K | 0.52% | 44 |
|
|
2023
Q3 | $583K | Sell |
1,363
-49
| -3% | -$20.9K | 0.47% | 47 |
|
|
2023
Q2 | $626K | Sell |
1,412
-19
| -1% | -$8.42K | 0.49% | 46 |
|
|
2023
Q1 | $586K | Buy |
1,431
+26
| +2% | +$10.6K | 0.5% | 50 |
|
|
2022
Q4 | $537K | Buy |
1,405
+17
| +1% | +$6.5K | 0.5% | 48 |
|
|
2022
Q3 | $496K | Buy |
1,388
+78
| +6% | +$27.9K | 0.49% | 51 |
|
|
2022
Q2 | $494K | Sell |
1,310
-332
| -20% | -$125K | 0.45% | 50 |
|
|
2022
Q1 | $742K | Buy |
1,642
+26
| +2% | +$11.7K | 0.61% | 42 |
|
|
2021
Q4 | $767K | Buy |
+1,616
| New | +$767K | 0.64% | 44 |
|