FWL Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $158K | Buy |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $43K | Sell |
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|
2024
Q2 | $52.8K | Buy |
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|
2024
Q1 | $48.1K | Sell |
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|
2023
Q4 | $45.2K | Hold |
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|
2023
Q3 | $40.6K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $36.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $307K | Buy |
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