GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $50.1M | Sell |
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|
2023
Q3 | $45.8M | Sell |
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|
2023
Q2 | $48M | Sell |
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|
2023
Q1 | $44.5M | Buy |
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|
2022
Q4 | $40.6M | Sell |
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|
2022
Q3 | $39M | Sell |
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|
2022
Q2 | $41.7M | Buy |
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|
2022
Q1 | $49.7M | Buy |
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|
2021
Q4 | $50.6M | Buy |
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|
2021
Q3 | $45.3M | Buy |
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|
2021
Q2 | $44.9M | Buy |
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|
2021
Q1 | $41.5M | Buy |
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|
2020
Q4 | $38.8M | Buy |
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|
2020
Q3 | $32.1M | Sell |
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|
2020
Q2 | $30.3M | Buy |
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|
2020
Q1 | $24.6M | Buy |
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|
2019
Q4 | $28.2M | Buy |
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|
2019
Q3 | $24.4M | Buy |
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|
2019
Q2 | $21.9M | Buy |
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|
2019
Q1 | $20.8M | Sell |
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|
2018
Q4 | $19.6M | Sell |
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|
2018
Q3 | $23.7M | Sell |
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|
2018
Q2 | $23.2M | Sell |
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|
2018
Q1 | $22.6M | Sell |
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|
2017
Q4 | $30.5M | Sell |
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|
2017
Q3 | $28.9M | Sell |
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|
2017
Q2 | $28.7M | Sell |
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|
2017
Q1 | $29.4M | Sell |
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|
2016
Q4 | $28.8M | Buy |
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|
2016
Q3 | $13.1M | Buy |
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|
2016
Q2 | $11.5M | Buy |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $8.32M | Buy |
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|
2015
Q3 | $7.33M | Sell |
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|
2015
Q2 | $8.03M | Buy |
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|
2015
Q1 | $7.86M | Sell |
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|
2014
Q4 | $12.8M | Buy |
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|
2014
Q3 | $11.6M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $9.64M | Buy |
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|
2013
Q4 | $9.35M | Buy |
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|
2013
Q3 | $6.83M | Buy |
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|
2013
Q2 | $5.96M | Buy |
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