FWM
Foguth 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 | $26.1M | Sell |
42,204
-9,369
| -18% | -$5.79M | 5.58% | 2 |
|
|
2025
Q1 | $28.8M | Buy |
51,573
+11,861
| +30% | +$6.63M | 7% | 2 |
|
|
2024
Q4 | $24.1M | Buy |
39,712
+9,481
| +31% | +$5.76M | 6.32% | 1 |
|
|
2024
Q3 | $17.3M | Sell |
30,231
-613
| -2% | -$351K | 6.3% | 1 |
|
|
2024
Q2 | $16.8M | Buy |
30,844
+10,206
| +49% | +$5.55M | 7.4% | 1 |
|
|
2024
Q1 | $10.8M | Buy |
+20,638
| New | +$10.8M | 5.78% | 2 |
|