GG
GenWealth Group’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 | $9.44M | Sell |
15,285
-123
| -0.8% | -$76K | 1.9% | 17 |
|
|
2025
Q1 | $8.62M | Sell |
15,408
-645
| -4% | -$361K | 1.9% | 14 |
|
|
2024
Q4 | $9.41M | Sell |
16,053
-946
| -6% | -$554K | 2.14% | 18 |
|
|
2024
Q3 | $9.75M | Sell |
16,999
-771
| -4% | -$442K | 2.24% | 15 |
|
|
2024
Q2 | $9.67M | Sell |
17,770
-185
| -1% | -$101K | 2.38% | 14 |
|
|
2024
Q1 | $9.39M | Sell |
17,955
-47
| -0.3% | -$24.6K | 2.37% | 14 |
|
|
2023
Q4 | $8.56M | Sell |
18,002
-451
| -2% | -$214K | 2.36% | 14 |
|
|
2023
Q3 | $7.89M | Sell |
18,453
-438
| -2% | -$187K | 2.39% | 15 |
|
|
2023
Q2 | $8.37M | Sell |
18,891
-293
| -2% | -$130K | 2.41% | 15 |
|
|
2023
Q1 | $7.85M | Sell |
19,184
-755
| -4% | -$309K | 2.41% | 15 |
|
|
2022
Q4 | $7.63M | Sell |
19,939
-548
| -3% | -$210K | 2.49% | 15 |
|
|
2022
Q3 | $7.32M | Sell |
20,487
-533
| -3% | -$190K | 2.48% | 10 |
|
|
2022
Q2 | $7.93M | Sell |
21,020
-543
| -3% | -$205K | 2.54% | 10 |
|
|
2022
Q1 | $9.74M | Sell |
21,563
-303
| -1% | -$137K | 2.7% | 14 |
|
|
2021
Q4 | $10.4M | Sell |
21,866
-589
| -3% | -$280K | 2.81% | 14 |
|
|
2021
Q3 | $9.64M | Sell |
22,455
-341
| -1% | -$146K | 2.83% | 14 |
|
|
2021
Q2 | $9.76M | Buy |
22,796
+338
| +2% | +$145K | 2.88% | 14 |
|
|
2021
Q1 | $8.9M | Sell |
22,458
-15,344
| -41% | -$6.08M | 2.83% | 13 |
|
|
2020
Q4 | $14.1M | Sell |
37,802
-742
| -2% | -$277K | 4.68% | 8 |
|
|
2020
Q3 | $13.1M | Sell |
38,544
-3,380
| -8% | -$1.15M | 4.75% | 8 |
|
|
2020
Q2 | $13M | Sell |
41,924
-224
| -0.5% | -$69.6K | 5.05% | 5 |
|
|
2020
Q1 | $10.9M | Sell |
42,148
-2,863
| -6% | -$738K | 4.74% | 7 |
|
|
2019
Q4 | $14.5M | Buy |
45,011
+150
| +0.3% | +$48.3K | 5.61% | 7 |
|
|
2019
Q3 | $13.3M | Sell |
44,861
-776
| -2% | -$230K | 5.54% | 7 |
|
|
2019
Q2 | $13.5M | Sell |
45,637
-396
| -0.9% | -$117K | 5.77% | 6 |
|
|
2019
Q1 | $13.2M | Buy |
46,033
+3,186
| +7% | +$911K | 5.96% | 6 |
|
|
2018
Q4 | $10.7M | Sell |
42,847
-372
| -0.9% | -$93K | 5.33% | 8 |
|
|
2018
Q3 | $12.6M | Sell |
43,219
-314
| -0.7% | -$91.6K | 5.8% | 5 |
|
|
2018
Q2 | $11.8M | Buy |
43,533
+1,607
| +4% | +$435K | 5.79% | 5 |
|
|
2018
Q1 | $11M | Buy |
41,926
+4,608
| +12% | +$1.21M | 5.67% | 6 |
|
|
2017
Q4 | $10.5M | Buy |
37,318
+1,484
| +4% | +$419K | 5.29% | 7 |
|
|
2017
Q3 | $9M | Buy |
35,834
+10,606
| +42% | +$2.66M | 5.39% | 7 |
|
|
2017
Q2 | $6.1M | Buy |
+25,228
| New | +$6.1M | 4.11% | 10 |
|