GSWM
Greenup Street 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 | $5.14M | Buy |
8,325
+9
| +0.1% | +$5.56K | 0.9% | 26 |
|
|
2025
Q1 | $4.65M | Sell |
8,316
-1,228
| -13% | -$687K | 0.92% | 22 |
|
|
2024
Q4 | $5.59M | Buy |
9,544
+1,381
| +17% | +$809K | 1.11% | 24 |
|
|
2024
Q3 | $4.68M | Sell |
8,163
-150
| -2% | -$86.1K | 0.97% | 28 |
|
|
2024
Q2 | $4.52M | Buy |
8,313
+7,292
| +714% | +$3.97M | 1.06% | 22 |
|
|
2024
Q1 | $429K | Sell |
1,021
-6,943
| -87% | -$2.92M | 0.11% | 64 |
|
|
2023
Q4 | $3.79M | Buy |
7,964
+6,180
| +346% | +$2.94M | 1.05% | 23 |
|
|
2023
Q3 | $763K | Sell |
1,784
-632
| -26% | -$270K | 0.25% | 54 |
|
|
2023
Q2 | $1.07M | Buy |
2,416
+358
| +17% | +$159K | 0.29% | 54 |
|
|
2023
Q1 | $843K | Sell |
2,058
-3
| -0.1% | -$1.23K | 0.3% | 48 |
|
|
2022
Q4 | $788K | Sell |
2,061
-53
| -3% | -$20.3K | 0.33% | 59 |
|
|
2022
Q3 | $755K | Buy |
2,114
+23
| +1% | +$8.21K | 0.34% | 54 |
|
|
2022
Q2 | $789K | Sell |
2,091
-120
| -5% | -$45.3K | 0.37% | 53 |
|
|
2022
Q1 | $999K | Sell |
2,211
-7,099
| -76% | -$3.21M | 0.55% | 42 |
|
|
2021
Q4 | $4.42M | Buy |
+9,310
| New | +$4.42M | 2.6% | 7 |
|