GJWM
Gilliland Jeter 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 | $1.92M | Buy |
3,104
+48
| +2% | +$29.7K | 0.62% | 40 |
|
|
2025
Q1 | $1.71M | Buy |
3,056
+46
| +2% | +$25.7K | 0.6% | 45 |
|
|
2024
Q4 | $1.76M | Buy |
3,010
+29
| +1% | +$17K | 0.6% | 42 |
|
|
2024
Q3 | $1.71M | Buy |
2,981
+11
| +0.4% | +$6.31K | 0.55% | 44 |
|
|
2024
Q2 | $1.62M | Buy |
2,970
+48
| +2% | +$26.1K | 0.54% | 45 |
|
|
2024
Q1 | $1.53M | Sell |
2,922
-82
| -3% | -$42.9K | 0.53% | 47 |
|
|
2023
Q4 | $1.43M | Buy |
+3,004
| New | +$1.43M | 0.59% | 47 |
|