GWSA
Global Wealth Strategies & Associates’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 | $427K | Sell |
691
-156
| -18% | -$96.4K | 0.12% | 36 |
|
|
2025
Q1 | $474K | Buy |
847
+224
| +36% | +$125K | 0.14% | 30 |
|
|
2024
Q4 | $365K | Sell |
623
-34
| -5% | -$19.9K | 0.11% | 35 |
|
|
2024
Q3 | $377K | Buy |
657
+151
| +30% | +$86.6K | 0.12% | 29 |
|
|
2024
Q2 | $275K | Hold |
506
| – | – | 0.1% | 32 |
|
|
2024
Q1 | $265K | Buy |
506
+47
| +10% | +$24.6K | 0.1% | 33 |
|
|
2023
Q4 | $218K | Sell |
459
-9
| -2% | -$4.28K | 0.09% | 37 |
|
|
2023
Q3 | $200K | Buy |
468
+69
| +17% | +$29.5K | 0.09% | 42 |
|
|
2023
Q2 | $177K | Hold |
399
| – | – | 0.08% | 43 |
|
|
2023
Q1 | $163K | Buy |
399
+28
| +8% | +$11.5K | 0.08% | 42 |
|
|
2022
Q4 | $142K | Buy |
+371
| New | +$142K | 0.08% | 45 |
|