GGM Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.52M | Sell |
2,763
-221
| -7% | -$122K | 0.85% | 32 |
|
|
2024
Q4 | $1.75M | Buy |
2,984
+370
| +14% | +$217K | 0.91% | 33 |
|
|
2024
Q3 | $1.5M | Buy |
2,614
+68
| +3% | +$39K | 0.65% | 39 |
|
|
2024
Q2 | $1.39M | Buy |
2,546
+1
| +0% | +$544 | 0.63% | 39 |
|
|
2024
Q1 | $1.32M | Buy |
2,545
+54
| +2% | +$28K | 0.62% | 39 |
|
|
2023
Q4 | $1.21M | Buy |
2,491
+3
| +0.1% | +$1.46K | 0.5% | 44 |
|
|
2023
Q3 | $1.06M | Buy |
2,488
+1
| +0% | +$428 | 0.46% | 45 |
|
|
2023
Q2 | $1.1M | Buy |
+2,487
| New | +$1.1M | 0.45% | 44 |
|
|
2023
Q1 | – | Sell |
-1,852
| Closed | -$719K | – | 119 |
|
|
2022
Q4 | $719K | Buy |
1,852
+162
| +10% | +$62.9K | 0.37% | 54 |
|
|
2022
Q3 | $650K | Buy |
1,690
+305
| +22% | +$117K | 0.35% | 58 |
|
|
2022
Q2 | $527K | Sell |
1,385
-38
| -3% | -$14.5K | 0.29% | 68 |
|
|
2022
Q1 | $633K | Buy |
1,423
+119
| +9% | +$52.9K | 0.32% | 64 |
|
|
2021
Q4 | $612K | Buy |
1,304
+431
| +49% | +$202K | 0.49% | 44 |
|
|
2021
Q3 | $397K | Sell |
873
-31
| -3% | -$14.1K | 0.32% | 60 |
|
|
2021
Q2 | $389K | Buy |
904
+3
| +0.3% | +$1.29K | 0.33% | 57 |
|
|
2021
Q1 | $375K | Sell |
901
-1
| -0.1% | -$416 | 0.3% | 59 |
|
|
2020
Q4 | $342K | Buy |
+902
| New | +$342K | 0.34% | 50 |
|