HWM
Howard 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 | $4.05M | Sell |
6,548
-17
| -0.3% | -$10.5K | 2.04% | 14 |
|
|
2025
Q1 | $3.67M | Sell |
6,565
-18
| -0.3% | -$10.1K | 2.05% | 13 |
|
|
2024
Q4 | $3.86M | Sell |
6,583
-60
| -0.9% | -$35.2K | 2.09% | 12 |
|
|
2024
Q3 | $3.81M | Buy |
6,643
+7
| +0.1% | +$4.02K | 2.22% | 12 |
|
|
2024
Q2 | $3.61M | Sell |
6,636
-50
| -0.7% | -$27.2K | 2.85% | 7 |
|
|
2024
Q1 | $3.5M | Sell |
6,686
-53
| -0.8% | -$27.7K | 2.84% | 7 |
|
|
2023
Q4 | $3.2M | Buy |
6,739
+85
| +1% | +$40.4K | 2.68% | 8 |
|
|
2023
Q3 | $2.84M | Sell |
6,654
-33
| -0.5% | -$14.1K | 2.62% | 9 |
|
|
2023
Q2 | $2.96M | Sell |
6,687
-15
| -0.2% | -$6.65K | 2.57% | 9 |
|
|
2023
Q1 | $2.74M | Buy |
6,702
+123
| +2% | +$50.4K | 2.29% | 9 |
|
|
2022
Q4 | $2.52M | Buy |
6,579
+237
| +4% | +$90.6K | 2.06% | 11 |
|
|
2022
Q3 | $2.27M | Buy |
6,342
+3,062
| +93% | +$1.09M | 1.6% | 16 |
|
|
2022
Q2 | $1.24M | Sell |
3,280
-2,911
| -47% | -$1.1M | 1.31% | 20 |
|
|
2022
Q1 | $2.8M | Buy |
6,191
+28
| +0.5% | +$12.6K | 1.52% | 16 |
|
|
2021
Q4 | $2.93M | Buy |
6,163
+35
| +0.6% | +$16.6K | 1.54% | 15 |
|
|
2021
Q3 | $2.63M | Sell |
6,128
-149
| -2% | -$63.9K | 1.47% | 16 |
|
|
2021
Q2 | $2.69M | Buy |
6,277
+20
| +0.3% | +$8.56K | 1.48% | 17 |
|
|
2021
Q1 | $2.48M | Buy |
6,257
+95
| +2% | +$37.6K | 1.45% | 17 |
|
|
2020
Q4 | $2.3M | Buy |
6,162
+120
| +2% | +$44.8K | 1.44% | 18 |
|
|
2020
Q3 | $2.02M | Sell |
6,042
-74
| -1% | -$24.8K | 1.44% | 19 |
|
|
2020
Q2 | $1.89M | Buy |
6,116
+240
| +4% | +$74K | 1.54% | 17 |
|
|
2020
Q1 | $1.51M | Sell |
5,876
-150
| -2% | -$38.6K | 1.59% | 17 |
|
|
2019
Q4 | $1.94M | Buy |
+6,026
| New | +$1.94M | 1.62% | 13 |
|