Great Waters Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Sell |
|
|||||
|
2025
Q2 | $585K | Sell |
|
|||||
|
2025
Q1 | $808K | Buy |
|
|||||
|
2024
Q4 | $836K | Buy |
|
|||||
|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $483K | Sell |
|
|||||
|
2024
Q1 | $513K | Buy |
|
|||||
|
2023
Q4 | $385K | Buy |
|
|||||
|
2023
Q3 | $350K | Sell |
|
|||||
|
2023
Q2 | $408K | Sell |
|
|||||
|
2023
Q1 | $466K | Buy |
|
|||||
|
2022
Q4 | $451K | Buy |
|