GFWA
Grey Fox 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
Q2 | $896K | Sell |
1,445
-313
| -18% | -$194K | 0.21% | 64 |
|
|
2025
Q1 | $987K | Sell |
1,758
-128
| -7% | -$71.8K | 0.26% | 54 |
|
|
2024
Q4 | $1.11M | Sell |
1,886
-58
| -3% | -$34.1K | 0.3% | 52 |
|
|
2024
Q3 | $1.12M | Sell |
1,944
-44
| -2% | -$25.3K | 0.31% | 49 |
|
|
2024
Q2 | $1.09M | Sell |
1,988
-163
| -8% | -$89K | 0.38% | 41 |
|
|
2024
Q1 | $1.13M | Buy |
2,151
+825
| +62% | +$433K | 0.42% | 37 |
|
|
2023
Q4 | $633K | Buy |
1,326
+211
| +19% | +$101K | 0.28% | 54 |
|
|
2023
Q3 | $478K | Sell |
1,115
-4
| -0.4% | -$1.72K | 0.24% | 63 |
|
|
2023
Q2 | $498K | Sell |
1,119
-94
| -8% | -$41.8K | 0.26% | 63 |
|
|
2023
Q1 | $499K | Hold |
1,213
| – | – | 0.29% | 55 |
|
|
2022
Q4 | $464K | Buy |
+1,213
| New | +$464K | 0.31% | 55 |
|