GWMR
GC Wealth Management RIA’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 | $18.2M | Buy |
29,500
+2,003
| +7% | +$1.24M | 1.49% | 9 |
|
|
2025
Q1 | $15.4M | Buy |
27,497
+261
| +1% | +$146K | 2.82% | 5 |
|
|
2024
Q4 | $16M | Sell |
27,236
-1,338
| -5% | -$784K | 2.81% | 5 |
|
|
2024
Q3 | $16.4M | Buy |
28,574
+168
| +0.6% | +$96.4K | 2.86% | 5 |
|
|
2024
Q2 | $15.5M | Buy |
28,406
+164
| +0.6% | +$89.3K | 3.05% | 5 |
|
|
2024
Q1 | $14.8M | Buy |
28,242
+11,780
| +72% | +$6.16M | 2.96% | 5 |
|
|
2023
Q4 | $7.82M | Buy |
+16,462
| New | +$7.82M | 3.52% | 2 |
|