GPWA
Great Point Wealth Advisors’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
Q1 | $374K | Sell |
668
-2
| -0.3% | -$1.12K | 0.08% | 48 |
|
|
2024
Q4 | $393K | Sell |
670
-5
| -0.7% | -$2.93K | 0.09% | 47 |
|
|
2024
Q3 | $387K | Hold |
675
| – | – | 0.08% | 48 |
|
|
2024
Q2 | $367K | Buy |
675
+282
| +72% | +$153K | 0.08% | 46 |
|
|
2024
Q1 | $206K | Sell |
393
-33
| -8% | -$17.3K | 0.05% | 55 |
|
|
2023
Q4 | $202K | Buy |
+426
| New | +$202K | 0.05% | 60 |
|
|
2022
Q4 | – | Sell |
-1,413
| Closed | -$505K | – | 65 |
|
|
2022
Q3 | $505K | Hold |
1,413
| – | – | 0.19% | 45 |
|
|
2022
Q2 | $533K | Hold |
1,413
| – | – | 0.19% | 44 |
|
|
2022
Q1 | $638K | Sell |
1,413
-259
| -15% | -$117K | 0.2% | 34 |
|
|
2021
Q4 | $794K | Hold |
1,672
| – | – | 0.24% | 30 |
|
|
2021
Q3 | $718K | Hold |
1,672
| – | – | 0.25% | 30 |
|
|
2021
Q2 | $716K | Buy |
1,672
+54
| +3% | +$23.1K | 0.25% | 31 |
|
|
2021
Q1 | $641K | Hold |
1,618
| – | – | 0.25% | 31 |
|
|
2020
Q4 | $604K | Sell |
1,618
-531
| -25% | -$198K | 0.26% | 32 |
|
|
2020
Q3 | $662K | Hold |
2,149
| – | – | 0.34% | 28 |
|
|
2020
Q2 | $662K | Sell |
2,149
-22
| -1% | -$6.78K | 0.34% | 28 |
|
|
2020
Q1 | $559K | Sell |
2,171
-118
| -5% | -$30.4K | 0.47% | 28 |
|
|
2019
Q4 | $736K | Sell |
2,289
-41
| -2% | -$13.2K | 0.46% | 22 |
|
|
2019
Q3 | $691K | Sell |
2,330
-145
| -6% | -$43K | 0.47% | 23 |
|
|
2019
Q2 | $725K | Sell |
2,475
-151
| -6% | -$44.2K | 0.59% | 23 |
|
|
2019
Q1 | $741K | Sell |
2,626
-369
| -12% | -$104K | 0.63% | 22 |
|
|
2018
Q4 | $748K | Buy |
+2,995
| New | +$748K | 0.71% | 23 |
|